-83.8%
OPEN vs PTEN
+90.6%
-174.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.5% | -3.0% |
| 7D | +1.0% | -1.0% | +2.0% | +1.2% |
| 30D | -11.9% | +29.3% | -41.2% | -17.8% |
| 3M | -28.8% | +7.2% | -36.0% | -30.9% |
| 6M | -38.6% | +43.5% | -82.1% | -45.9% |
| YTD | -47.3% | +113.2% | -160.6% | -58.7% |
| 1Y | -49.2% | +135.1% | -184.2% | -61.4% |
| 3Y | -18.8% | -4.8% | -13.9% | -25.5% |
| All | -83.8% | +90.6% | -174.4% | -85.6% |
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