+116.0%
ALL vs PTEN
+90.6%
+25.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.5% |
| 7D | -1.7% | -1.0% | -0.7% | -1.6% |
| 30D | -4.7% | +29.3% | -34.0% | -7.1% |
| 3M | +18.4% | +7.2% | +11.1% | +17.2% |
| 6M | +20.5% | +43.5% | -23.0% | +15.2% |
| YTD | +23.5% | +113.2% | -89.7% | +12.8% |
| 1Y | +29.0% | +135.1% | -106.1% | +16.0% |
| 3Y | +153.7% | -4.8% | +158.5% | +148.1% |
| All | +116.0% | +90.6% | +25.4% | +91.9% |
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