+214.8%
B vs PTEN
-38.4%
+253.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -0.8% |
| 7D | -7.3% | +10.6% | -17.9% | -7.7% |
| 30D | -3.3% | -4.9% | +1.6% | -3.3% |
| 3M | -7.8% | +1.4% | -9.2% | -8.0% |
| 6M | -15.5% | -7.0% | -8.5% | -15.7% |
| YTD | -12.3% | +84.8% | -97.0% | -15.6% |
| 1Y | +5.4% | +95.7% | -90.3% | +1.1% |
| 3Y | +165.5% | +2.0% | +163.6% | +159.7% |
| 5Y | +107.0% | +48.0% | +59.1% | +101.2% |
| All | +214.8% | -38.4% | +253.3% | +212.2% |
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