+1,449.6%
NET vs PTEN
+65.6%
+1,383.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.8% |
| 7D | -7.0% | +0.7% | -7.7% | -7.1% |
| 30D | -4.8% | +31.2% | -36.0% | -8.3% |
| 3M | +3.8% | +2.0% | +1.8% | +2.9% |
| 6M | +50.0% | +42.4% | +7.6% | +42.2% |
| YTD | +41.5% | +109.2% | -67.7% | +27.6% |
| 1Y | +32.8% | +122.3% | -89.5% | +18.6% |
| 3Y | +335.9% | -5.6% | +341.4% | +317.4% |
| 5Y | +113.8% | +86.5% | +27.3% | +100.3% |
| All | +1,449.6% | +65.6% | +1,383.9% | +1,493.0% |
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