+6,034.5%
FIX vs PTEN
-21.6%
+6,056.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -2.5% |
| 7D | +3.5% | -1.7% | +5.2% | +3.8% |
| 30D | -3.5% | +18.6% | -22.1% | -7.0% |
| 3M | -11.8% | +12.5% | -24.2% | -14.7% |
| 6M | +17.8% | +41.9% | -24.1% | +6.8% |
| YTD | +73.3% | +117.8% | -44.5% | +42.7% |
| 1Y | +128.1% | +145.3% | -17.2% | +81.7% |
| 3Y | +772.7% | -2.8% | +775.5% | +719.4% |
| 5Y | +2,166.4% | +93.4% | +2,073.0% | +1,611.0% |
| 10Y | +6,034.5% | -16.6% | +6,051.0% | +4,069.3% |
| All | +6,034.5% | -21.6% | +6,056.0% | +4,069.3% |
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