+291.1%
P vs PTEN
+88.2%
+202.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.3% |
| 7D | +7.8% | -1.0% | +8.9% | +8.0% |
| 30D | +12.3% | +29.3% | -17.0% | +6.4% |
| 3M | +37.1% | +7.2% | +29.9% | +34.0% |
| 6M | +66.1% | +43.5% | +22.5% | +51.9% |
| YTD | +50.9% | +113.2% | -62.3% | +27.2% |
| 1Y | +27.2% | +135.1% | -107.8% | +4.1% |
| 3Y | +158.7% | -4.8% | +163.5% | +138.1% |
| 5Y | +291.1% | +94.6% | +196.5% | +213.0% |
| All | +291.1% | +88.2% | +202.9% | +213.0% |
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