+186.0%
ALLY vs PTEN
-21.6%
+207.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.6% |
| 7D | -1.9% | -1.7% | -0.3% | -1.6% |
| 30D | -4.5% | +18.6% | -23.1% | -9.2% |
| 3M | -2.8% | +12.5% | -15.3% | -7.6% |
| 6M | +10.3% | +41.9% | -31.5% | -3.9% |
| YTD | -5.7% | +117.8% | -123.5% | -28.0% |
| 1Y | +3.9% | +145.3% | -141.4% | -24.2% |
| 3Y | +64.7% | -2.8% | +67.5% | +50.5% |
| 5Y | -2.6% | +93.4% | -96.0% | -33.7% |
| 10Y | +186.0% | -16.6% | +202.5% | +62.0% |
| All | +186.0% | -21.6% | +207.5% | +62.0% |
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