+161.7%
ALL vs PTEN
+40.8%
+120.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.5% |
| 7D | 0.0% | +7.2% | -7.2% | -0.6% |
| 30D | +12.8% | -7.4% | +20.2% | +13.2% |
| 3M | +4.7% | -2.4% | +7.1% | +4.4% |
| 6M | +24.9% | -10.0% | +35.0% | +25.1% |
| YTD | +30.0% | +79.7% | -49.7% | +20.2% |
| 1Y | +29.9% | +86.5% | -56.6% | +19.5% |
| 3Y | +117.5% | -1.4% | +118.9% | +109.9% |
| 5Y | +161.7% | +43.9% | +117.8% | +142.3% |
| All | +161.7% | +40.8% | +120.9% | +142.3% |
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 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