+226.1%
ACWI vs PTEN
-40.1%
+266.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.9% |
| 7D | +2.7% | +7.2% | -4.5% | +1.8% |
| 30D | -2.6% | -7.4% | +4.8% | -2.0% |
| 3M | -3.2% | -2.4% | -0.8% | -3.4% |
| 6M | +1.9% | -10.0% | +11.9% | +2.1% |
| YTD | +11.3% | +79.7% | -68.4% | +1.5% |
| 1Y | +11.7% | +86.5% | -74.8% | +1.2% |
| 3Y | +74.4% | -1.4% | +75.8% | +66.4% |
| 5Y | +59.5% | +43.9% | +15.6% | +40.0% |
| All | +226.1% | -40.1% | +266.3% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling