-37.5%
U vs PTEN
+329.5%
-367.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.3% |
| 7D | +4.5% | -1.0% | +5.5% | +4.6% |
| 30D | -0.6% | +29.3% | -29.9% | -5.1% |
| 3M | +48.4% | +7.2% | +41.2% | +45.3% |
| 6M | +115.4% | +43.5% | +71.8% | +97.3% |
| YTD | -3.2% | +113.2% | -116.5% | -18.6% |
| 1Y | -6.0% | +135.1% | -141.1% | -22.8% |
| 3Y | +13.5% | -4.8% | +18.3% | +5.3% |
| 5Y | -68.0% | +94.6% | -162.6% | -71.1% |
| All | -37.5% | +329.5% | -367.0% | -36.0% |
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