-19.2%
TRI vs PTEN
-3.7%
-15.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -7.9% | +3.5% | -11.3% | -8.0% |
| 30D | -4.5% | +17.5% | -22.0% | -5.1% |
| 3M | +22.1% | +12.7% | +9.4% | +21.6% |
| 6M | -2.8% | +33.1% | -35.9% | -3.9% |
| YTD | -23.4% | +116.4% | -139.9% | -26.2% |
| 1Y | -41.5% | +141.2% | -182.7% | -44.1% |
| 3Y | -19.2% | -3.8% | -15.4% | -19.0% |
| All | -19.2% | -3.7% | -15.5% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling