-53.7%
Z vs PTEN
+33.9%
-87.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.2% |
| 7D | -13.1% | -2.2% | -10.9% | -12.8% |
| 30D | +5.9% | -8.0% | +13.9% | +6.3% |
| 3M | -13.7% | -5.0% | -8.6% | -14.1% |
| 6M | -27.1% | -10.6% | -16.5% | -27.3% |
| YTD | -56.8% | +75.5% | -132.3% | -63.0% |
| 1Y | -60.2% | +70.2% | -130.4% | -65.8% |
| 3Y | -19.7% | -3.7% | -16.0% | -25.4% |
| 5Y | -53.7% | +34.9% | -88.6% | -64.3% |
| All | -53.7% | +33.9% | -87.6% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling