+222.7%
B vs PTEN
-41.7%
+264.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -1.7% |
| 7D | -2.7% | -2.2% | -0.5% | -2.6% |
| 30D | -4.3% | -8.0% | +3.7% | -4.2% |
| 3M | -2.3% | -5.0% | +2.7% | -2.3% |
| 6M | -16.2% | -10.6% | -5.6% | -16.2% |
| YTD | -8.8% | +75.5% | -84.3% | -12.1% |
| 1Y | +11.4% | +70.2% | -58.8% | +7.4% |
| 3Y | +174.3% | -3.7% | +178.0% | +168.9% |
| 5Y | +116.2% | +34.9% | +81.2% | +110.6% |
| 10Y | +222.7% | -41.4% | +264.2% | +217.9% |
| All | +222.7% | -41.7% | +264.4% | +217.9% |
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