+105.3%
KEY vs PTEN
-44.3%
+149.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.3% | -0.9% |
| 7D | +0.5% | -14.5% | +15.0% | +5.1% |
| 30D | +6.9% | -11.1% | +18.0% | +9.7% |
| 3M | -5.0% | -7.8% | +2.8% | -4.1% |
| 6M | +0.7% | -10.5% | +11.2% | +0.7% |
| YTD | +6.5% | +69.3% | -62.8% | -15.0% |
| 1Y | +22.6% | +70.5% | -47.9% | -2.7% |
| 3Y | +125.3% | -7.1% | +132.5% | +106.0% |
| 5Y | +13.9% | +29.1% | -15.2% | -15.1% |
| 10Y | +105.3% | -44.5% | +149.8% | +25.5% |
| All | +105.3% | -44.3% | +149.7% | +25.5% |
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