+332.6%
EXPD vs PTEN
-43.5%
+376.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -5.5% | -16.4% | +11.0% | -3.7% |
| 30D | -1.9% | -12.8% | +10.9% | -0.7% |
| 3M | +6.1% | +0.7% | +5.4% | +5.6% |
| 6M | +21.6% | -12.2% | +33.8% | +22.2% |
| YTD | +27.9% | +66.1% | -38.2% | +19.4% |
| 1Y | +39.4% | +69.2% | -29.8% | +29.8% |
| 3Y | +72.7% | -8.2% | +80.9% | +67.5% |
| 5Y | +60.3% | +19.2% | +41.1% | +47.2% |
| 10Y | +332.6% | -45.6% | +378.1% | +288.7% |
| All | +332.6% | -43.5% | +376.1% | +288.7% |
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