+37.7%
BEN vs PTEN
+89.3%
-51.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +0.3% | +2.8% | -2.5% | -0.2% |
| 30D | +0.9% | +17.6% | -16.7% | -2.1% |
| 3M | +9.2% | +8.2% | +1.0% | +6.9% |
| 6M | +36.8% | +38.1% | -1.3% | +26.4% |
| YTD | +44.4% | +117.3% | -72.9% | +21.0% |
| 1Y | +45.8% | +146.1% | -100.3% | +18.2% |
| 3Y | +52.5% | -3.0% | +55.6% | +43.0% |
| 5Y | +37.7% | +93.5% | -55.8% | +3.0% |
| All | +37.7% | +89.3% | -51.6% | +3.0% |
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 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