+24.7%
Z vs PTEN
-6.7%
+31.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | -3.0% | +0.7% | -3.7% | -3.2% |
| 30D | -4.2% | +31.2% | -35.4% | -8.6% |
| 3M | -3.7% | +2.0% | -5.7% | -5.0% |
| 6M | -24.5% | +42.4% | -66.9% | -30.3% |
| YTD | -49.3% | +109.2% | -158.5% | -56.4% |
| 1Y | -58.7% | +122.3% | -181.0% | -65.1% |
| 3Y | -34.1% | -5.6% | -28.6% | -37.6% |
| 5Y | -64.5% | +86.5% | -151.0% | -71.4% |
| 10Y | -0.5% | -22.1% | +21.6% | -30.4% |
| All | +24.7% | -6.7% | +31.4% | -20.4% |
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