+50.7%
O vs PTEN
-15.6%
+66.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.9% | +3.5% | -6.3% | -3.2% |
| 30D | -4.5% | +17.5% | -22.1% | -6.1% |
| 3M | -2.6% | +12.7% | -15.4% | -4.2% |
| 6M | -5.6% | +33.1% | -38.7% | -9.2% |
| YTD | +9.3% | +116.4% | -107.2% | -0.3% |
| 1Y | +4.3% | +141.2% | -136.9% | -6.2% |
| 3Y | +27.4% | -3.8% | +31.2% | +23.5% |
| 5Y | +17.1% | +92.7% | -75.7% | -0.2% |
| All | +50.7% | -15.6% | +66.4% | +1.8% |
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