+221.9%
VIK vs PTEN
+32.6%
+189.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -1.8% | +2.8% | -4.6% | -2.2% |
| 30D | -17.3% | +17.6% | -34.8% | -19.0% |
| 3M | -5.1% | +8.2% | -13.2% | -6.1% |
| 6M | +16.2% | +38.1% | -21.9% | +6.9% |
| YTD | +17.6% | +117.3% | -99.6% | -4.9% |
| 1Y | +33.5% | +146.1% | -112.6% | +2.9% |
| All | +221.9% | +32.6% | +189.3% | +181.0% |
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 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