+5.1%
W vs PTEN
+90.8%
-85.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +1.3% |
| 7D | +0.2% | +10.6% | -10.4% | +3.7% |
| 30D | +6.8% | -4.9% | +11.8% | +5.9% |
| 3M | +10.7% | +1.4% | +9.2% | +13.1% |
| 6M | +86.3% | -7.0% | +93.4% | +91.6% |
| YTD | +11.5% | +84.8% | -73.3% | +12.7% |
| 1Y | +5.1% | +95.7% | -90.6% | +8.2% |
| All | +5.1% | +90.8% | -85.7% | +8.2% |
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