+169.3%
KEY vs PTEN
-21.6%
+190.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.9% |
| 7D | -0.3% | -1.7% | +1.4% | +0.1% |
| 30D | -3.3% | +18.6% | -21.9% | -8.5% |
| 3M | -0.7% | +12.5% | -13.2% | -6.0% |
| 6M | +12.5% | +41.9% | -29.3% | -2.8% |
| YTD | +8.4% | +117.8% | -109.4% | -18.8% |
| 1Y | +18.4% | +145.3% | -126.9% | -15.6% |
| 3Y | +123.3% | -2.8% | +126.1% | +103.5% |
| 5Y | +38.8% | +93.4% | -54.6% | -8.3% |
| 10Y | +169.3% | -16.6% | +185.9% | +51.3% |
| All | +169.3% | -21.6% | +190.9% | +51.3% |
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