-7.1%
TXT vs PTEN
-9.6%
+2.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -1.7% |
| 7D | -1.1% | +7.2% | -8.3% | -0.4% |
| 30D | +13.3% | -7.4% | +20.6% | +12.4% |
| 3M | -5.1% | -2.4% | -2.7% | -5.1% |
| 6M | -7.1% | -10.0% | +2.9% | -7.8% |
| All | -7.1% | -9.6% | +2.4% | -7.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling