-12.1%
DOW vs PTEN
+9.4%
-21.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -1.4% | +3.5% | -4.9% | -2.4% |
| 30D | -3.9% | +17.5% | -21.5% | -8.8% |
| 3M | -12.7% | +12.7% | -25.4% | -16.5% |
| 6M | -13.7% | +33.1% | -46.8% | -21.7% |
| YTD | +28.4% | +116.4% | -88.1% | +0.1% |
| 1Y | +21.8% | +141.2% | -119.4% | -8.5% |
| 3Y | -35.7% | -3.8% | -31.9% | -39.6% |
| 5Y | -36.8% | +92.7% | -129.5% | -56.4% |
| All | -12.1% | +9.4% | -21.5% | -48.4% |
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