+9.2%
Z vs PTEN
-25.3%
+34.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -6.6% | -4.1% | -9.7% |
| 7D | -2.3% | -21.6% | +19.3% | +1.0% |
| 30D | +9.4% | -12.8% | +22.1% | +11.0% |
| 3M | -16.1% | +5.1% | -21.2% | -17.8% |
| 6M | -30.4% | -18.5% | -12.0% | -29.7% |
| YTD | -55.6% | +67.6% | -123.2% | -60.8% |
| 1Y | -58.5% | +71.1% | -129.6% | -63.6% |
| 3Y | -19.6% | -12.6% | -7.1% | -23.4% |
| 5Y | -54.1% | +24.0% | -78.2% | -60.5% |
| 10Y | -12.1% | -42.5% | +30.4% | -35.1% |
| All | +9.2% | -25.3% | +34.5% | -28.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling