+196.7%
W vs PTEN
-55.8%
+252.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.2% |
| 7D | +0.2% | +10.6% | -10.4% | -1.8% |
| 30D | +6.8% | -4.9% | +11.8% | +7.3% |
| 3M | +10.7% | +1.4% | +9.2% | +9.1% |
| 6M | +86.3% | -7.0% | +93.4% | +83.5% |
| YTD | +11.5% | +84.8% | -73.3% | -7.8% |
| 1Y | +5.1% | +95.7% | -90.6% | -14.5% |
| 3Y | +171.0% | +2.0% | +169.0% | +149.3% |
| 5Y | -56.6% | +48.0% | -104.6% | -63.6% |
| 10Y | +213.4% | -38.3% | +251.8% | +125.6% |
| All | +196.7% | -55.8% | +252.6% | +117.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling