-37.4%
ALK vs PTEN
-21.6%
-15.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.1% | -1.4% |
| 7D | -3.0% | -1.7% | -1.3% | -2.7% |
| 30D | -14.6% | +18.6% | -33.2% | -18.0% |
| 3M | -10.6% | +12.5% | -23.0% | -14.5% |
| 6M | -6.7% | +41.9% | -48.6% | -17.8% |
| YTD | -19.8% | +117.8% | -137.5% | -36.9% |
| 1Y | -35.2% | +145.3% | -180.5% | -50.9% |
| 3Y | +1.4% | -2.8% | +4.2% | -7.7% |
| 5Y | -30.7% | +93.4% | -124.1% | -51.7% |
| 10Y | -37.4% | -16.6% | -20.8% | -65.2% |
| All | -37.4% | -21.6% | -15.8% | -65.2% |
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