+43.4%
XRT vs PTEN
-1.7%
+45.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.1% | -2.4% |
| 7D | -0.3% | -1.0% | +0.8% | -0.2% |
| 30D | -5.6% | +29.3% | -34.9% | -9.0% |
| 3M | +2.5% | +7.2% | -4.7% | +1.3% |
| 6M | +3.7% | +43.5% | -39.9% | -4.1% |
| YTD | +1.0% | +113.2% | -112.3% | -14.2% |
| 1Y | -1.2% | +135.1% | -136.3% | -18.4% |
| 3Y | +43.4% | -4.8% | +48.2% | +32.0% |
| All | +43.4% | -1.7% | +45.1% | +32.0% |
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