+94.6%
TT vs PTEN
-2.4%
+97.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.7% |
| 7D | +3.5% | -2.2% | +5.7% | +3.7% |
| 30D | -11.0% | -8.0% | -3.0% | -10.7% |
| 3M | -12.0% | -5.0% | -7.0% | -12.0% |
| 6M | -10.4% | -10.6% | +0.2% | -10.2% |
| YTD | +9.9% | +75.5% | -65.6% | -0.3% |
| 1Y | +1.5% | +70.2% | -68.7% | -7.8% |
| All | +94.6% | -2.4% | +97.0% | +85.2% |
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 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