+1,364.3%
BEN vs PTEN
+1,927.4%
-563.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.2% | -0.6% |
| 7D | +4.7% | -1.0% | +5.7% | +4.8% |
| 30D | +2.6% | +29.3% | -26.7% | -2.8% |
| 3M | +11.5% | +7.2% | +4.3% | +8.7% |
| 6M | +35.3% | +43.5% | -8.2% | +23.3% |
| YTD | +48.6% | +113.2% | -64.6% | +24.7% |
| 1Y | +46.7% | +135.1% | -88.4% | +19.8% |
| 3Y | +57.0% | -4.8% | +61.9% | +48.0% |
| 5Y | +41.8% | +94.6% | -52.8% | +9.3% |
| 10Y | +55.2% | -24.2% | +79.4% | +19.0% |
| All | +1,364.3% | +1,927.4% | -563.1% | +673.1% |
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