+221.5%
ALLE vs PTEN
-43.5%
+265.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.8% |
| 7D | -0.6% | -16.4% | +15.8% | +1.4% |
| 30D | +26.6% | -12.8% | +39.4% | +28.2% |
| 3M | +13.2% | +0.7% | +12.5% | +12.2% |
| 6M | +42.9% | -12.2% | +55.1% | +43.0% |
| YTD | +21.0% | +66.1% | -45.0% | +10.2% |
| 1Y | +15.2% | +69.2% | -54.1% | +4.4% |
| 3Y | +95.6% | -8.2% | +103.8% | +87.2% |
| 5Y | +53.4% | +19.2% | +34.2% | +35.8% |
| 10Y | +221.5% | -45.6% | +267.0% | +153.1% |
| All | +221.5% | -43.5% | +265.0% | +153.1% |
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