-64.8%
Z vs PTEN
+90.4%
-155.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.3% |
| 3M | -3.7% | +2.0% | -5.7% | -4.6% |
| 6M | -24.5% | +42.4% | -66.9% | -30.3% |
| YTD | -49.3% | +109.2% | -158.5% | -56.7% |
| 1Y | -58.7% | +122.3% | -181.0% | -65.4% |
| 3Y | -34.1% | -5.6% | -28.6% | -37.6% |
| All | -64.8% | +90.4% | -155.2% | -71.4% |
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