+20.5%
M vs PTEN
+94.7%
-74.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -4.7% |
| 7D | -4.1% | -1.7% | -2.4% | -3.7% |
| 30D | -13.6% | +18.6% | -32.2% | -17.5% |
| 3M | -2.3% | +12.5% | -14.7% | -6.4% |
| 6M | +21.9% | +41.9% | -20.0% | +7.5% |
| YTD | -0.6% | +117.8% | -118.4% | -23.1% |
| 1Y | +29.7% | +145.3% | -115.6% | -4.1% |
| 3Y | +107.3% | -2.8% | +110.1% | +89.6% |
| 5Y | +20.5% | +93.4% | -72.9% | -16.6% |
| All | +20.5% | +94.7% | -74.2% | -16.6% |
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 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