-93.9%
OPEN vs PTEN
+33.9%
-127.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +3.3% |
| 7D | -31.1% | -2.2% | -28.9% | -30.6% |
| 30D | -34.7% | -8.0% | -26.7% | -34.1% |
| 3M | -61.9% | -5.0% | -56.8% | -62.2% |
| 6M | -71.9% | -10.6% | -61.2% | -72.0% |
| YTD | -76.6% | +75.5% | -152.1% | -81.3% |
| 1Y | -83.9% | +70.2% | -154.1% | -87.1% |
| 3Y | -34.4% | -3.7% | -30.7% | -40.7% |
| 5Y | -93.9% | +34.9% | -128.9% | -95.0% |
| All | -93.9% | +33.9% | -127.8% | -95.0% |
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