+1,381.0%
NET vs PTEN
+42.0%
+1,339.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.4% | +6.8% | -1.4% |
| 7D | -16.4% | -15.5% | -0.9% | -14.7% |
| 30D | -25.8% | -7.8% | -18.1% | -25.2% |
| 3M | -11.5% | +6.4% | -17.9% | -12.7% |
| 6M | +18.9% | -11.9% | +30.8% | +19.7% |
| YTD | +35.2% | +79.4% | -44.2% | +24.1% |
| 1Y | +14.5% | +84.9% | -70.5% | +4.5% |
| 3Y | +313.8% | -6.4% | +320.2% | +298.0% |
| 5Y | +32.6% | +36.5% | -4.0% | +26.8% |
| All | +1,381.0% | +42.0% | +1,339.0% | +1,448.5% |
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