+153.8%
B vs PTEN
+88.2%
+65.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.6% |
| 7D | +2.3% | -1.0% | +3.3% | +2.4% |
| 30D | +1.4% | +29.3% | -27.9% | -0.9% |
| 3M | +12.2% | +7.2% | +5.0% | +11.2% |
| 6M | -2.1% | +43.5% | -45.7% | -6.6% |
| YTD | +2.9% | +113.2% | -110.3% | -6.3% |
| 1Y | +55.3% | +135.1% | -79.8% | +39.3% |
| 3Y | +198.7% | -4.8% | +203.5% | +191.7% |
| 5Y | +153.8% | +94.6% | +59.2% | +142.2% |
| All | +153.8% | +88.2% | +65.6% | +142.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling