+227.5%
LOW vs PTEN
-15.6%
+243.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.7% | +3.5% | -7.2% | -4.1% |
| 30D | -8.9% | +17.5% | -26.4% | -10.5% |
| 3M | -10.4% | +12.7% | -23.1% | -12.1% |
| 6M | -19.4% | +33.1% | -52.5% | -23.1% |
| YTD | -17.1% | +116.4% | -133.6% | -25.7% |
| 1Y | -26.3% | +141.2% | -167.4% | -35.1% |
| 3Y | -9.9% | -3.8% | -6.1% | -13.4% |
| 5Y | +6.1% | +92.7% | -86.6% | -10.4% |
| All | +227.5% | -15.6% | +243.1% | +163.6% |
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