+31.1%
OMC vs PTEN
-15.6%
+46.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -4.4% | +3.5% | -7.8% | -4.9% |
| 30D | -7.6% | +17.5% | -25.1% | -10.0% |
| 3M | +4.5% | +12.7% | -8.2% | +1.7% |
| 6M | -0.3% | +33.1% | -33.3% | -6.2% |
| YTD | -0.1% | +116.4% | -116.6% | -13.4% |
| 1Y | +4.6% | +141.2% | -136.5% | -11.5% |
| 3Y | +10.5% | -3.8% | +14.3% | +4.9% |
| 5Y | +31.7% | +92.7% | -61.0% | +5.3% |
| All | +31.1% | -15.6% | +46.7% | -11.4% |
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