+52.5%
V vs PTEN
-1.7%
+54.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -1.8% |
| 7D | -1.1% | -1.0% | -0.1% | -1.0% |
| 30D | +1.9% | +29.3% | -27.4% | -0.2% |
| 3M | +15.5% | +7.2% | +8.3% | +14.9% |
| 6M | +16.6% | +43.5% | -26.9% | +12.1% |
| YTD | +5.7% | +113.2% | -107.5% | -3.0% |
| 1Y | +8.6% | +135.1% | -126.5% | -2.2% |
| 3Y | +52.5% | -4.8% | +57.3% | +41.9% |
| All | +52.5% | -1.7% | +54.2% | +41.9% |
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 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