+59.7%
VIK vs PTEN
+79.8%
-20.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.4% | +15.6% | +4.3% |
| 7D | +5.4% | -15.5% | +20.9% | +2.4% |
| 30D | +12.5% | -7.8% | +20.3% | +11.3% |
| 3M | -15.2% | +6.4% | -21.6% | -12.8% |
| 6M | +15.4% | -11.9% | +27.2% | +14.0% |
| YTD | +27.7% | +79.4% | -51.7% | +22.4% |
| 1Y | +59.7% | +84.9% | -25.2% | +52.5% |
| All | +59.7% | +79.8% | -20.1% | +52.5% |
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