-7.1%
M vs PTEN
-41.7%
+34.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -2.0% |
| 7D | -3.3% | -2.2% | -1.1% | -2.7% |
| 30D | +8.1% | -8.0% | +16.1% | +9.6% |
| 3M | +2.2% | -5.0% | +7.3% | +1.8% |
| 6M | +35.1% | -10.6% | +45.8% | +34.6% |
| YTD | +15.8% | +75.5% | -59.7% | -9.2% |
| 1Y | +25.8% | +70.2% | -44.3% | -0.7% |
| 3Y | +156.2% | -3.7% | +159.9% | +129.3% |
| 5Y | -2.4% | +34.9% | -37.3% | -29.4% |
| 10Y | -7.1% | -41.4% | +34.3% | -44.3% |
| All | -7.1% | -41.7% | +34.5% | -44.3% |
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