+361.3%
ALL vs PTEN
-15.1%
+376.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.2% |
| 7D | -2.2% | -1.7% | -0.5% | -2.1% |
| 30D | -5.6% | +18.6% | -24.2% | -7.6% |
| 3M | +17.2% | +12.5% | +4.8% | +14.9% |
| 6M | +23.2% | +41.9% | -18.6% | +16.7% |
| YTD | +23.6% | +117.8% | -94.2% | +10.3% |
| 1Y | +29.2% | +145.3% | -116.2% | +13.0% |
| 3Y | +153.8% | -2.8% | +156.6% | +143.7% |
| 5Y | +116.1% | +93.4% | +22.7% | +80.8% |
| All | +361.3% | -15.1% | +376.4% | +249.3% |
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