+9.3%
W vs PTEN
+148.3%
-139.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.0% |
| 7D | -0.9% | +3.5% | -4.3% | +0.3% |
| 30D | -4.2% | +17.5% | -21.8% | +1.3% |
| 3M | +26.9% | +12.7% | +14.2% | +36.6% |
| 6M | +31.2% | +33.1% | -1.9% | +43.9% |
| YTD | -1.8% | +116.4% | -118.3% | +10.4% |
| 1Y | +9.3% | +141.2% | -131.9% | +20.3% |
| All | +9.3% | +148.3% | -139.0% | +20.3% |
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