+2,327.9%
NDAQ vs PTEN
+29.3%
+2,298.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.7% |
| 7D | -2.4% | +0.7% | -3.2% | -2.7% |
| 30D | +2.5% | +31.2% | -28.8% | -2.9% |
| 3M | +9.9% | +2.0% | +7.9% | +8.2% |
| 6M | +9.4% | +42.4% | -33.0% | +0.3% |
| YTD | +0.4% | +109.2% | -108.8% | -14.8% |
| 1Y | +4.0% | +122.3% | -118.3% | -13.4% |
| 3Y | +94.4% | -5.6% | +100.0% | +83.0% |
| 5Y | +56.7% | +86.5% | -29.8% | +18.8% |
| 10Y | +375.3% | -22.1% | +397.4% | +236.1% |
| All | +2,327.9% | +29.3% | +2,298.6% | +1,022.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling