-61.4%
OUST vs PTEN
+383.7%
-445.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.4% |
| 7D | +12.7% | -1.0% | +13.7% | +13.0% |
| 30D | -13.6% | +29.3% | -42.9% | -19.6% |
| 3M | -8.3% | +7.2% | -15.5% | -11.0% |
| 6M | +85.0% | +43.5% | +41.4% | +63.1% |
| YTD | +73.2% | +113.2% | -40.0% | +36.6% |
| 1Y | +32.5% | +135.1% | -102.6% | +2.4% |
| 3Y | +643.8% | -4.8% | +648.7% | +577.3% |
| 5Y | -52.1% | +94.6% | -146.7% | -63.2% |
| All | -61.4% | +383.7% | -445.1% | -70.2% |
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