+55.0%
ACWI vs PTEN
+22.3%
+32.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -2.4% | -25.5% | +23.2% | +0.6% |
| 30D | -5.2% | -11.7% | +6.5% | -4.2% |
| 3M | -4.8% | -0.5% | -4.3% | -5.4% |
| 6M | -1.3% | -12.9% | +11.6% | -0.8% |
| YTD | +8.4% | +67.1% | -58.7% | -0.9% |
| 1Y | +11.0% | +70.5% | -59.5% | +1.0% |
| 3Y | +70.6% | -10.4% | +81.0% | +63.4% |
| All | +55.0% | +22.3% | +32.7% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling