-53.6%
Z vs PTEN
+79.8%
-133.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -9.4% | +18.8% | +7.5% |
| 7D | +10.2% | -15.5% | +25.6% | +7.0% |
| 30D | +23.7% | -7.8% | +31.5% | +22.1% |
| 3M | -6.6% | +6.4% | -13.0% | -5.6% |
| 6M | -23.0% | -11.9% | -11.1% | -22.4% |
| YTD | -50.3% | +79.4% | -129.7% | -53.8% |
| 1Y | -53.6% | +84.9% | -138.5% | -57.7% |
| All | -53.6% | +79.8% | -133.4% | -57.7% |
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 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