+328.6%
EXPD vs PTEN
-40.1%
+368.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.3% |
| 7D | +3.6% | +7.2% | -3.6% | +2.8% |
| 30D | +0.3% | -7.4% | +7.7% | +0.9% |
| 3M | +6.1% | -2.4% | +8.5% | +6.0% |
| 6M | +27.4% | -10.0% | +37.4% | +27.7% |
| YTD | +32.0% | +79.7% | -47.7% | +22.3% |
| 1Y | +40.5% | +86.5% | -46.0% | +29.6% |
| 3Y | +75.7% | -1.4% | +77.1% | +69.2% |
| 5Y | +61.7% | +43.9% | +17.8% | +45.8% |
| All | +328.6% | -40.1% | +368.7% | +277.0% |
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