+76.5%
TXN vs PTEN
-3.7%
+80.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +4.0% | +3.5% | +0.5% | +3.3% |
| 30D | -2.9% | +17.5% | -20.4% | -5.7% |
| 3M | -9.1% | +12.7% | -21.8% | -11.5% |
| 6M | +36.6% | +33.1% | +3.5% | +27.1% |
| YTD | +57.5% | +116.4% | -59.0% | +30.1% |
| 1Y | +49.5% | +141.2% | -91.6% | +19.2% |
| 3Y | +76.5% | -3.8% | +80.3% | +52.4% |
| All | +76.5% | -3.7% | +80.3% | +52.4% |
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