-10.9%
M vs PTEN
-15.3%
+4.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.8% | +2.8% | -11.6% | -9.6% |
| 30D | -16.4% | +17.6% | -34.0% | -20.8% |
| 3M | -10.8% | +8.2% | -19.0% | -14.7% |
| 6M | +16.1% | +38.1% | -22.0% | +1.0% |
| YTD | -5.3% | +117.3% | -122.5% | -29.2% |
| 1Y | +24.9% | +146.1% | -121.2% | -11.4% |
| 3Y | +97.5% | -3.0% | +100.6% | +78.7% |
| 5Y | +20.4% | +93.5% | -73.1% | -21.4% |
| All | -10.9% | -15.3% | +4.4% | -49.0% |
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