+42.1%
U vs PTEN
+90.8%
-48.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.8% | +2.4% | +5.7% |
| 7D | +2.6% | +10.6% | -8.0% | +4.5% |
| 30D | +27.6% | -4.9% | +32.5% | +27.2% |
| 3M | +15.3% | +1.4% | +13.9% | +16.2% |
| 6M | +96.4% | -7.0% | +103.4% | +97.7% |
| YTD | +19.6% | +84.8% | -65.2% | +20.5% |
| 1Y | +42.1% | +95.7% | -53.6% | +42.9% |
| All | +42.1% | +90.8% | -48.7% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling