+485.4%
P vs PTEN
+0.8%
+484.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.6% |
| 7D | +6.5% | +0.7% | +5.8% | +6.3% |
| 30D | +18.8% | +31.2% | -12.4% | +12.7% |
| 3M | +26.7% | +2.0% | +24.7% | +25.2% |
| 6M | +62.2% | +42.4% | +19.8% | +49.5% |
| YTD | +48.5% | +109.2% | -60.7% | +27.2% |
| 1Y | +26.4% | +122.3% | -95.9% | +6.1% |
| 3Y | +159.4% | -5.6% | +165.0% | +146.6% |
| 5Y | +275.8% | +86.5% | +189.3% | +198.4% |
| 10Y | +732.0% | -22.1% | +754.2% | +491.8% |
| All | +485.4% | +0.8% | +484.5% | +295.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling