+2,776.7%
ALM vs PTEN
-15.3%
+2,792.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.6% |
| 7D | -7.1% | +2.8% | -9.9% | -7.3% |
| 30D | +24.7% | +17.6% | +7.1% | +23.5% |
| 3M | +8.3% | +8.2% | +0.1% | +7.5% |
| 6M | -22.2% | +38.1% | -60.3% | -24.2% |
| YTD | +88.1% | +117.3% | -29.2% | +78.3% |
| 1Y | +272.4% | +146.1% | +126.3% | +249.6% |
| 3Y | +2,004.1% | -3.0% | +2,007.2% | +1,943.8% |
| 5Y | +915.8% | +93.5% | +822.3% | +850.1% |
| All | +2,776.7% | -15.3% | +2,792.0% | +2,063.3% |
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 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