+752.4%
TXT vs PTEN
+1,889.0%
-1,136.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.2% |
| 7D | -4.8% | +0.7% | -5.5% | -5.0% |
| 30D | -10.6% | +31.2% | -41.8% | -16.0% |
| 3M | -13.2% | +2.0% | -15.2% | -14.7% |
| 6M | -20.3% | +42.4% | -62.8% | -28.0% |
| YTD | -9.3% | +109.2% | -118.4% | -24.7% |
| 1Y | -2.7% | +122.3% | -125.0% | -21.0% |
| 3Y | +1.4% | -5.6% | +6.9% | -4.7% |
| 5Y | +9.6% | +86.5% | -76.9% | -16.7% |
| 10Y | +94.9% | -22.1% | +117.0% | +45.7% |
| All | +752.4% | +1,889.0% | -1,136.6% | +397.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling