+800.7%
MSCI vs PTEN
-44.3%
+845.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.4% |
| 7D | +2.7% | -14.5% | +17.1% | +4.2% |
| 30D | +16.2% | -11.1% | +27.4% | +17.2% |
| 3M | +17.1% | -7.8% | +24.9% | +17.4% |
| 6M | +13.0% | -10.5% | +23.5% | +13.0% |
| YTD | +15.8% | +69.3% | -53.5% | +7.2% |
| 1Y | +15.5% | +70.5% | -55.0% | +6.6% |
| 3Y | +32.3% | -7.1% | +39.4% | +27.6% |
| 5Y | +8.2% | +29.1% | -21.0% | -2.5% |
| 10Y | +800.7% | -44.5% | +845.2% | +642.5% |
| All | +800.7% | -44.3% | +845.0% | +642.5% |
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