+66.2%
NDAQ vs PTEN
+49.0%
+17.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | +1.3% | +10.6% | -9.3% | +0.4% |
| 30D | +18.0% | -4.9% | +22.9% | +18.1% |
| 3M | +11.5% | +1.4% | +10.1% | +10.8% |
| 6M | +21.1% | -7.0% | +28.1% | +20.9% |
| YTD | +12.8% | +84.8% | -72.0% | +3.5% |
| 1Y | +25.7% | +95.7% | -70.0% | +14.4% |
| 3Y | +116.8% | +2.0% | +114.8% | +106.3% |
| All | +66.2% | +49.0% | +17.2% | +49.0% |
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 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