-74.2%
OPEN vs PTEN
+253.8%
-328.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -11.4% | +3.5% | -14.9% | -12.0% |
| 30D | -20.1% | +17.5% | -37.6% | -22.7% |
| 3M | -37.6% | +12.7% | -50.3% | -39.6% |
| 6M | -47.1% | +33.1% | -80.1% | -51.0% |
| YTD | -52.1% | +116.4% | -168.6% | -60.1% |
| 1Y | -73.5% | +141.2% | -214.6% | -78.5% |
| 3Y | -24.4% | -3.8% | -20.6% | -29.7% |
| 5Y | -85.1% | +92.7% | -177.8% | -86.9% |
| All | -74.2% | +253.8% | -328.0% | -76.5% |
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