-9.7%
TRU vs PTEN
+135.2%
-144.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.0% | -4.9% | -6.0% |
| 7D | -6.8% | +0.7% | -7.5% | -6.7% |
| 30D | 0.0% | +31.2% | -31.2% | +1.8% |
| 3M | +13.3% | +2.0% | +11.3% | +16.0% |
| 6M | +3.4% | +42.4% | -39.0% | +1.1% |
| YTD | -6.4% | +109.2% | -115.6% | -15.0% |
| 1Y | -9.7% | +122.3% | -132.0% | -21.2% |
| All | -9.7% | +135.2% | -144.9% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling