+3,245.6%
ASX vs PTEN
-15.4%
+3,261.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.6% | +9.2% | +8.7% |
| 7D | -12.3% | -16.4% | +4.2% | -9.1% |
| 30D | -26.0% | -12.8% | -13.2% | -24.1% |
| 3M | -8.1% | +0.7% | -8.8% | -8.6% |
| 6M | +1.4% | -12.2% | +13.6% | +2.6% |
| YTD | +115.6% | +66.1% | +49.5% | +91.1% |
| 1Y | +128.0% | +69.2% | +58.8% | +101.0% |
| 3Y | +371.4% | -8.2% | +379.6% | +351.8% |
| 5Y | +469.4% | +19.2% | +450.2% | +389.9% |
| 10Y | +842.6% | -45.6% | +888.2% | +659.4% |
| All | +3,245.6% | -15.4% | +3,261.0% | +1,585.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling