+131.6%
C vs PTEN
+88.2%
+43.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.1% |
| 7D | +3.2% | -1.0% | +4.2% | +3.3% |
| 30D | +1.3% | +29.3% | -28.0% | -4.0% |
| 3M | +3.1% | +7.2% | -4.1% | +0.7% |
| 6M | +29.6% | +43.5% | -13.9% | +17.1% |
| YTD | +19.0% | +113.2% | -94.3% | -2.2% |
| 1Y | +45.6% | +135.1% | -89.4% | +16.0% |
| 3Y | +269.3% | -4.8% | +274.1% | +245.1% |
| 5Y | +131.6% | +94.6% | +37.0% | +76.1% |
| All | +131.6% | +88.2% | +43.4% | +76.1% |
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 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