+127.7%
EXPE vs PTEN
-38.4%
+166.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.7% |
| 7D | -0.5% | +10.6% | -11.1% | -2.5% |
| 30D | -6.1% | -4.9% | -1.1% | -5.8% |
| 3M | -21.3% | +1.4% | -22.8% | -22.6% |
| 6M | +19.0% | -7.0% | +26.0% | +17.3% |
| YTD | -8.4% | +84.8% | -93.2% | -24.2% |
| 1Y | -2.8% | +95.7% | -98.5% | -20.7% |
| 3Y | +120.8% | +2.0% | +118.8% | +100.2% |
| 5Y | +46.2% | +48.0% | -1.8% | +12.6% |
| All | +127.7% | -38.4% | +166.1% | +38.0% |
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