+90.1%
KEYS vs PTEN
+87.9%
+2.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | +3.5% | +3.5% | 0.0% | +2.9% |
| 30D | -4.5% | +17.5% | -22.0% | -7.2% |
| 3M | -0.4% | +12.7% | -13.1% | -3.1% |
| 6M | +19.1% | +33.1% | -14.0% | +11.3% |
| YTD | +66.7% | +116.4% | -49.8% | +41.5% |
| 1Y | +96.5% | +141.2% | -44.7% | +62.6% |
| 3Y | +155.2% | -3.8% | +158.9% | +136.1% |
| All | +90.1% | +87.9% | +2.2% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling