+696.9%
P vs PTEN
-21.6%
+718.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.2% | -4.4% |
| 7D | +5.0% | -1.7% | +6.7% | +5.2% |
| 30D | -0.9% | +18.6% | -19.5% | -4.4% |
| 3M | +38.7% | +12.5% | +26.2% | +34.4% |
| 6M | +54.4% | +41.9% | +12.5% | +42.3% |
| YTD | +44.8% | +117.8% | -72.9% | +22.9% |
| 1Y | +22.5% | +145.3% | -122.8% | +0.7% |
| 3Y | +148.2% | -2.8% | +151.0% | +134.4% |
| 5Y | +268.9% | +93.4% | +175.5% | +189.9% |
| 10Y | +696.9% | -16.6% | +713.4% | +480.6% |
| All | +696.9% | -21.6% | +718.4% | +480.6% |
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 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