+176.7%
ALLY vs PTEN
-41.7%
+218.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.6% |
| 7D | -2.8% | -2.2% | -0.6% | -2.3% |
| 30D | +1.9% | -8.0% | +9.9% | +3.2% |
| 3M | -12.1% | -5.0% | -7.1% | -12.2% |
| 6M | -9.0% | -10.6% | +1.6% | -9.3% |
| YTD | -12.9% | +75.5% | -88.4% | -30.4% |
| 1Y | -0.1% | +70.2% | -70.2% | -19.7% |
| 3Y | +64.6% | -3.7% | +68.3% | +49.0% |
| 5Y | -10.1% | +34.9% | -45.0% | -32.7% |
| 10Y | +176.7% | -41.4% | +218.1% | +69.1% |
| All | +176.7% | -41.7% | +218.3% | +69.1% |
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