+213.5%
PAAS vs PTEN
-15.6%
+229.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -1.9% | +3.5% | -5.4% | -2.4% |
| 30D | -3.6% | +17.5% | -21.1% | -5.5% |
| 3M | +8.6% | +12.7% | -4.2% | +6.4% |
| 6M | -16.7% | +33.1% | -49.8% | -20.9% |
| YTD | -1.9% | +116.4% | -118.4% | -13.1% |
| 1Y | +38.0% | +141.2% | -103.2% | +19.9% |
| 3Y | +234.9% | -3.8% | +238.7% | +221.1% |
| 5Y | +119.5% | +92.7% | +26.8% | +91.2% |
| All | +213.5% | -15.6% | +229.1% | +132.3% |
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 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