+433.8%
MAR vs PTEN
-15.6%
+449.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -0.5% | +3.5% | -4.0% | -1.2% |
| 30D | -5.4% | +17.5% | -23.0% | -8.7% |
| 3M | -15.5% | +12.7% | -28.2% | -18.5% |
| 6M | +3.0% | +33.1% | -30.1% | -5.6% |
| YTD | +8.5% | +116.4% | -107.9% | -11.2% |
| 1Y | +26.0% | +141.2% | -115.2% | -0.2% |
| 3Y | +68.6% | -3.8% | +72.4% | +56.9% |
| 5Y | +157.4% | +92.7% | +64.7% | +87.5% |
| All | +433.8% | -15.6% | +449.5% | +222.5% |
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