+3,466.7%
ALL vs PTEN
+1,889.0%
+1,577.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | 0.0% | +0.7% | -0.7% | -0.1% |
| 30D | -1.5% | +31.2% | -32.7% | -5.2% |
| 3M | +23.6% | +2.0% | +21.6% | +22.4% |
| 6M | +22.3% | +42.4% | -20.1% | +15.2% |
| YTD | +26.5% | +109.2% | -82.7% | +12.6% |
| 1Y | +27.0% | +122.3% | -95.3% | +11.6% |
| 3Y | +149.6% | -5.6% | +155.1% | +138.8% |
| 5Y | +118.1% | +86.5% | +31.6% | +81.6% |
| 10Y | +369.0% | -22.1% | +391.1% | +277.4% |
| All | +3,466.7% | +1,889.0% | +1,577.7% | +2,340.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling