+499.9%
P vs PTEN
-18.4%
+518.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.8% | -1.2% |
| 7D | -13.3% | -14.5% | +1.1% | -10.6% |
| 30D | -34.0% | -11.1% | -22.8% | -32.4% |
| 3M | +4.1% | -7.8% | +11.9% | +5.4% |
| 6M | +30.5% | -10.5% | +41.0% | +32.1% |
| YTD | +52.2% | +69.3% | -17.1% | +35.7% |
| 1Y | +10.3% | +70.5% | -60.2% | -2.4% |
| 3Y | +180.9% | -7.1% | +188.0% | +169.7% |
| 5Y | +259.7% | +29.1% | +230.6% | +207.3% |
| 10Y | +652.6% | -44.5% | +697.1% | +469.2% |
| All | +499.9% | -18.4% | +518.3% | +322.3% |
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