+225.7%
VIK vs PTEN
+32.1%
+193.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.9% | +3.5% | -4.4% | -1.3% |
| 30D | -18.4% | +17.5% | -35.9% | -20.1% |
| 3M | -8.8% | +12.7% | -21.5% | -10.4% |
| 6M | +17.1% | +33.1% | -15.9% | +8.8% |
| YTD | +19.0% | +116.4% | -97.4% | -3.7% |
| 1Y | +30.1% | +141.2% | -111.0% | +0.9% |
| All | +225.7% | +32.1% | +193.6% | +184.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling