+208.8%
C vs PTEN
-44.3%
+253.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | -0.4% | -14.5% | +14.1% | +3.4% |
| 30D | -5.2% | -11.1% | +6.0% | -3.0% |
| 3M | -9.1% | -7.8% | -1.3% | -8.4% |
| 6M | -1.6% | -10.5% | +8.9% | -1.5% |
| YTD | +6.9% | +69.3% | -62.3% | -11.4% |
| 1Y | +23.0% | +70.5% | -47.6% | +1.3% |
| 3Y | +216.1% | -7.1% | +223.3% | +192.6% |
| 5Y | +112.2% | +29.1% | +83.1% | +63.5% |
| 10Y | +208.8% | -44.5% | +253.3% | +99.7% |
| All | +208.8% | -44.3% | +253.1% | +99.7% |
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