+3,552.3%
ASX vs PTEN
+6.6%
+3,545.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +2.0% | +31.2% | -29.2% | -3.3% |
| 3M | -1.3% | +2.0% | -3.4% | -2.5% |
| 6M | +71.4% | +42.4% | +29.0% | +57.4% |
| YTD | +135.3% | +109.2% | +26.1% | +100.2% |
| 1Y | +267.5% | +122.3% | +145.2% | +207.5% |
| 3Y | +388.5% | -5.6% | +394.0% | +364.9% |
| 5Y | +417.1% | +86.5% | +330.6% | +307.6% |
| 10Y | +872.7% | -22.1% | +894.9% | +628.4% |
| All | +3,552.3% | +6.6% | +3,545.7% | +1,666.0% |
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