-100.0%
VIVK vs PTEN
+135.2%
-235.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.0% | -11.3% | -12.1% |
| 7D | -1.4% | +0.7% | -2.1% | -1.6% |
| 30D | -43.6% | +31.2% | -74.8% | -46.9% |
| 3M | -95.1% | +2.0% | -97.2% | -95.2% |
| 6M | -98.2% | +42.4% | -140.6% | -98.3% |
| YTD | -97.9% | +109.2% | -207.1% | -98.2% |
| 1Y | -100.0% | +122.3% | -222.3% | -100.0% |
| All | -100.0% | +135.2% | -235.2% | -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