+69.1%
OTIS vs PTEN
+640.3%
-571.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -3.0% | +3.5% | -6.4% | -3.2% |
| 30D | -6.0% | +17.5% | -23.6% | -7.2% |
| 3M | -0.9% | +12.7% | -13.6% | -2.0% |
| 6M | -17.3% | +33.1% | -50.4% | -19.7% |
| YTD | -19.6% | +116.4% | -136.0% | -25.2% |
| 1Y | -21.0% | +141.2% | -162.2% | -27.4% |
| 3Y | -12.1% | -3.8% | -8.3% | -14.4% |
| 5Y | -17.1% | +92.7% | -109.8% | -24.8% |
| All | +69.1% | +640.3% | -571.2% | +45.5% |
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