+24.3%
W vs PTEN
+79.8%
-55.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -9.4% | +20.4% | +7.7% |
| 7D | +8.4% | -15.5% | +23.8% | +3.1% |
| 30D | +16.5% | -7.8% | +24.3% | +14.4% |
| 3M | +6.4% | +6.4% | +0.1% | +11.3% |
| 6M | +90.5% | -11.9% | +102.4% | +93.9% |
| YTD | +23.1% | +79.4% | -56.3% | +23.9% |
| 1Y | +24.3% | +84.9% | -60.6% | +25.4% |
| All | +24.3% | +79.8% | -55.6% | +25.4% |
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