+966.8%
MOD vs PTEN
-43.5%
+1,010.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.6% | +10.5% | +10.1% |
| 7D | -13.9% | -16.4% | +2.5% | -8.7% |
| 30D | -41.5% | -12.8% | -28.7% | -38.9% |
| 3M | -45.7% | +0.7% | -46.4% | -46.1% |
| 6M | -61.1% | -12.2% | -48.9% | -60.2% |
| YTD | -20.5% | +66.1% | -86.6% | -34.4% |
| 1Y | -32.1% | +69.2% | -101.4% | -44.4% |
| 3Y | +146.5% | -8.2% | +154.7% | +135.1% |
| 5Y | +812.7% | +19.2% | +793.5% | +633.3% |
| 10Y | +966.8% | -45.6% | +1,012.4% | +697.4% |
| All | +966.8% | -43.5% | +1,010.4% | +697.4% |
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