-21.0%
Z vs PTEN
-7.6%
-13.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.9% | -7.4% | -5.7% |
| 7D | -6.5% | -14.5% | +8.0% | -5.4% |
| 30D | -0.1% | -11.1% | +11.0% | +0.2% |
| 3M | -14.1% | -7.8% | -6.3% | -14.5% |
| 6M | -30.1% | -10.5% | -19.6% | -30.3% |
| YTD | -57.5% | +69.3% | -126.8% | -63.5% |
| 1Y | -60.3% | +70.5% | -130.9% | -66.1% |
| 3Y | -21.0% | -7.1% | -13.9% | -27.1% |
| All | -21.0% | -7.6% | -13.5% | -27.1% |
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