+488.5%
NDAQ vs PTEN
-38.4%
+526.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | +1.3% | +10.6% | -9.3% | +0.5% |
| 30D | +18.0% | -4.9% | +22.9% | +18.1% |
| 3M | +11.5% | +1.4% | +10.1% | +10.9% |
| 6M | +21.1% | -7.0% | +28.1% | +20.8% |
| YTD | +12.8% | +84.8% | -72.0% | +5.5% |
| 1Y | +25.7% | +95.7% | -70.0% | +16.9% |
| 3Y | +116.8% | +2.0% | +114.8% | +109.1% |
| 5Y | +67.3% | +48.0% | +19.3% | +53.4% |
| All | +488.5% | -38.4% | +526.9% | +418.0% |
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