+197.7%
AON vs PTEN
-15.6%
+213.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -6.3% | +3.5% | -9.8% | -6.6% |
| 30D | -14.1% | +17.5% | -31.6% | -15.4% |
| 3M | -9.5% | +12.7% | -22.2% | -10.8% |
| 6M | -4.0% | +33.1% | -37.1% | -7.2% |
| YTD | -13.8% | +116.4% | -130.2% | -20.5% |
| 1Y | -18.3% | +141.2% | -159.5% | -25.7% |
| 3Y | -7.2% | -3.8% | -3.4% | -9.7% |
| 5Y | +7.3% | +92.7% | -85.4% | -6.3% |
| All | +197.7% | -15.6% | +213.3% | +135.3% |
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