+32.5%
OMC vs PTEN
+89.3%
-56.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -6.2% | +2.8% | -9.0% | -6.5% |
| 30D | -7.6% | +17.6% | -25.1% | -9.5% |
| 3M | +7.4% | +8.2% | -0.8% | +5.9% |
| 6M | +0.1% | +38.1% | -38.0% | -5.2% |
| YTD | +0.4% | +117.3% | -116.8% | -11.3% |
| 1Y | +7.8% | +146.1% | -138.3% | -7.1% |
| 3Y | +11.8% | -3.0% | +14.9% | +6.6% |
| 5Y | +32.5% | +93.5% | -61.0% | +6.6% |
| All | +32.5% | +89.3% | -56.9% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling