-100.0%
VIVK vs PTEN
+79.8%
-179.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | -9.4% | -18.1% | -25.1% |
| 7D | -68.7% | -15.5% | -53.2% | -67.1% |
| 30D | -90.0% | -7.8% | -82.2% | -89.7% |
| 3M | -98.1% | +6.4% | -104.4% | -98.0% |
| 6M | -99.9% | -11.9% | -88.0% | -99.9% |
| YTD | -99.9% | +79.4% | -179.3% | -99.9% |
| 1Y | -100.0% | +84.9% | -184.9% | -100.0% |
| All | -100.0% | +79.8% | -179.8% | -100.0% |
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 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