-89.0%
OPEN vs PTEN
+202.1%
-291.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.5% | -4.1% |
| 7D | -15.0% | +10.6% | -25.6% | -16.5% |
| 30D | -40.2% | -4.9% | -35.3% | -40.2% |
| 3M | -67.4% | +1.4% | -68.8% | -67.9% |
| 6M | -74.0% | -7.0% | -67.0% | -74.3% |
| YTD | -79.6% | +84.8% | -164.4% | -82.7% |
| 1Y | -86.1% | +95.7% | -181.8% | -88.3% |
| 3Y | -41.4% | +2.0% | -43.3% | -46.1% |
| 5Y | -94.9% | +48.0% | -142.8% | -95.3% |
| All | -89.0% | +202.1% | -291.1% | -89.8% |
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