-60.6%
OUST vs PTEN
+298.2%
-358.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.9% |
| 7D | +14.0% | -2.2% | +16.1% | +14.6% |
| 30D | +2.5% | -8.0% | +10.6% | +3.9% |
| 3M | -15.3% | -5.0% | -10.3% | -15.3% |
| 6M | +42.6% | -10.6% | +53.3% | +43.1% |
| YTD | +76.6% | +75.5% | +1.1% | +44.8% |
| 1Y | +54.1% | +70.2% | -16.1% | +27.4% |
| 3Y | +675.3% | -3.7% | +679.0% | +610.4% |
| 5Y | -45.1% | +34.9% | -80.0% | -54.8% |
| All | -60.6% | +298.2% | -358.8% | -68.4% |
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