+228.4%
ACWI vs PTEN
-15.6%
+244.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -1.0% | +3.5% | -4.5% | -1.4% |
| 30D | -0.9% | +17.5% | -18.4% | -2.9% |
| 3M | +3.5% | +12.7% | -9.2% | +1.5% |
| 6M | +12.8% | +33.1% | -20.2% | +7.7% |
| YTD | +14.0% | +116.4% | -102.4% | +2.0% |
| 1Y | +19.2% | +141.2% | -122.0% | +4.8% |
| 3Y | +75.1% | -3.8% | +78.9% | +68.1% |
| 5Y | +68.6% | +92.7% | -24.1% | +43.0% |
| All | +228.4% | -15.6% | +244.0% | +157.6% |
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