+1,388.8%
EXC vs PTEN
+1,889.0%
-500.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -1.0% |
| 7D | +0.3% | +0.7% | -0.4% | +0.2% |
| 30D | -3.7% | +31.2% | -35.0% | -6.4% |
| 3M | -1.3% | +2.0% | -3.3% | -2.0% |
| 6M | -9.7% | +42.4% | -52.1% | -13.5% |
| YTD | +2.9% | +109.2% | -106.3% | -5.2% |
| 1Y | +4.4% | +122.3% | -117.9% | -4.8% |
| 3Y | +22.2% | -5.6% | +27.8% | +18.3% |
| 5Y | +46.7% | +86.5% | -39.8% | +27.9% |
| 10Y | +155.3% | -22.1% | +177.5% | +113.0% |
| All | +1,388.8% | +1,889.0% | -500.1% | +900.9% |
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