+122.7%
TT vs PTEN
-1.7%
+124.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -0.6% |
| 7D | +1.6% | -1.0% | +2.6% | +1.6% |
| 30D | -7.3% | +29.3% | -36.6% | -9.4% |
| 3M | -2.6% | +7.2% | -9.8% | -3.3% |
| 6M | +5.9% | +43.5% | -37.6% | +0.6% |
| YTD | +15.4% | +113.2% | -97.8% | +3.8% |
| 1Y | +8.2% | +135.1% | -126.8% | -4.4% |
| 3Y | +122.7% | -4.8% | +127.5% | +109.9% |
| All | +122.7% | -1.7% | +124.3% | +109.9% |
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