-34.0%
Z vs PTEN
-8.3%
-25.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | -3.0% | +0.7% | -3.7% | -3.1% |
| 30D | -4.2% | +31.2% | -35.4% | -7.3% |
| 3M | -3.7% | +2.0% | -5.7% | -3.9% |
| 6M | -24.5% | +42.4% | -66.9% | -29.7% |
| YTD | -49.3% | +109.2% | -158.5% | -56.6% |
| 1Y | -58.7% | +122.3% | -181.0% | -65.3% |
| All | -34.0% | -8.3% | -25.6% | -38.8% |
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