+992.0%
ASX vs PTEN
-21.6%
+1,013.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +3.2% |
| 7D | +11.1% | -1.7% | +12.8% | +11.4% |
| 30D | +9.6% | +18.6% | -9.0% | +6.7% |
| 3M | +18.6% | +12.5% | +6.2% | +15.8% |
| 6M | +92.1% | +41.9% | +50.3% | +79.6% |
| YTD | +158.5% | +117.8% | +40.7% | +125.3% |
| 1Y | +271.9% | +145.3% | +126.6% | +217.1% |
| 3Y | +465.2% | -2.8% | +468.0% | +438.1% |
| 5Y | +479.4% | +93.4% | +386.0% | +383.2% |
| 10Y | +992.0% | -16.6% | +1,008.5% | +710.1% |
| All | +992.0% | -21.6% | +1,013.5% | +710.1% |
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