+887.2%
ASX vs PTEN
-44.3%
+931.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.9% | +1.3% | +3.0% |
| 7D | -9.1% | -14.5% | +5.3% | -6.8% |
| 30D | -23.6% | -11.1% | -12.4% | -22.2% |
| 3M | -5.6% | -7.8% | +2.2% | -4.7% |
| 6M | +4.7% | -10.5% | +15.2% | +5.5% |
| YTD | +122.6% | +69.3% | +53.3% | +101.1% |
| 1Y | +133.0% | +70.5% | +62.5% | +110.0% |
| 3Y | +367.1% | -7.1% | +374.2% | +349.0% |
| 5Y | +504.7% | +29.1% | +475.6% | +435.2% |
| 10Y | +887.2% | -44.5% | +931.7% | +678.6% |
| All | +887.2% | -44.3% | +931.6% | +678.6% |
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