+38.3%
TXG vs PTEN
-3.4%
+41.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | +5.0% | +2.8% | +2.2% | +4.3% |
| 30D | +13.5% | +17.6% | -4.1% | +8.7% |
| 3M | +128.0% | +8.2% | +119.9% | +121.5% |
| 6M | +224.4% | +38.1% | +186.3% | +180.7% |
| YTD | +307.0% | +117.3% | +189.7% | +191.6% |
| 1Y | +427.2% | +146.1% | +281.2% | +254.5% |
| All | +38.3% | -3.4% | +41.6% | +22.6% |
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