-100.0%
VIVK vs PTEN
+87.9%
-187.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.4% | -7.0% | -7.3% |
| 7D | -4.4% | +3.5% | -7.8% | -5.2% |
| 30D | -40.8% | +17.5% | -58.3% | -43.2% |
| 3M | -94.1% | +12.7% | -106.9% | -94.4% |
| 6M | -98.2% | +33.1% | -131.3% | -98.3% |
| YTD | -98.0% | +116.4% | -214.5% | -98.4% |
| 1Y | -100.0% | +141.2% | -241.1% | -100.0% |
| 3Y | -100.0% | -3.8% | -96.2% | -100.0% |
| All | -100.0% | +87.9% | -187.9% | -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 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