+49.6%
ON vs PTEN
+89.3%
-39.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -4.7% | +2.8% | -7.5% | -5.5% |
| 30D | -13.5% | +17.6% | -31.1% | -17.4% |
| 3M | -36.3% | +8.2% | -44.5% | -38.4% |
| 6M | +17.8% | +38.1% | -20.3% | +4.8% |
| YTD | +29.6% | +117.3% | -87.7% | +0.1% |
| 1Y | +45.8% | +146.1% | -100.3% | +7.7% |
| 3Y | -28.3% | -3.0% | -25.3% | -35.5% |
| 5Y | +49.6% | +93.5% | -43.8% | +10.2% |
| All | +49.6% | +89.3% | -39.7% | +10.2% |
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