+222.2%
ACWI vs PTEN
-43.5%
+265.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +0.3% | -16.4% | +16.8% | +2.4% |
| 30D | -2.8% | -12.8% | +10.0% | -1.5% |
| 3M | -3.2% | +0.7% | -3.8% | -3.8% |
| 6M | +1.3% | -12.2% | +13.5% | +1.7% |
| YTD | +11.2% | +66.1% | -54.9% | +2.3% |
| 1Y | +13.8% | +69.2% | -55.5% | +4.2% |
| 3Y | +76.2% | -8.2% | +84.4% | +69.5% |
| 5Y | +59.5% | +19.2% | +40.3% | +43.2% |
| 10Y | +222.2% | -45.6% | +267.8% | +168.1% |
| All | +222.2% | -43.5% | +265.7% | +168.1% |
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