+35.3%
W vs PTEN
-3.1%
+38.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -2.0% | -0.3% |
| 7D | +5.9% | -1.7% | +7.6% | +6.2% |
| 30D | -3.0% | +18.6% | -21.6% | -6.8% |
| 3M | +40.3% | +12.5% | +27.9% | +34.9% |
| 6M | +32.2% | +41.9% | -9.6% | +12.8% |
| YTD | -0.3% | +117.8% | -118.1% | -29.7% |
| 1Y | +16.2% | +145.3% | -129.2% | -24.9% |
| All | +35.3% | -3.1% | +38.4% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling