+54.2%
AR vs PTEN
-40.1%
+94.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.1% |
| 7D | +6.4% | +7.2% | -0.8% | +2.6% |
| 30D | +3.1% | -7.4% | +10.5% | +6.5% |
| 3M | +3.3% | -2.4% | +5.7% | +3.0% |
| 6M | +6.6% | -10.0% | +16.6% | +9.1% |
| YTD | +12.3% | +79.7% | -67.4% | -22.2% |
| 1Y | +12.3% | +86.5% | -74.2% | -23.9% |
| 3Y | +50.4% | -1.4% | +51.8% | +31.7% |
| 5Y | +101.0% | +43.9% | +57.1% | +29.9% |
| All | +54.2% | -40.1% | +94.3% | +7.3% |
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