-22.5%
KWEB vs PTEN
-15.6%
-6.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -5.6% | +3.5% | -9.0% | -6.0% |
| 30D | -10.7% | +17.5% | -28.2% | -12.5% |
| 3M | -7.4% | +12.7% | -20.1% | -9.2% |
| 6M | -19.3% | +33.1% | -52.4% | -23.1% |
| YTD | -27.8% | +116.4% | -144.2% | -35.3% |
| 1Y | -35.9% | +141.2% | -177.1% | -43.6% |
| 3Y | -1.9% | -3.8% | +1.9% | -5.9% |
| 5Y | -43.2% | +92.7% | -135.9% | -51.3% |
| All | -22.5% | -15.6% | -6.9% | -33.8% |
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