+196.2%
PAAS vs PTEN
-38.4%
+234.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.9% |
| 7D | -8.9% | +10.6% | -19.5% | -10.0% |
| 30D | -11.4% | -4.9% | -6.5% | -11.3% |
| 3M | -20.4% | +1.4% | -21.9% | -21.1% |
| 6M | -40.7% | -7.0% | -33.7% | -40.9% |
| YTD | -26.9% | +84.8% | -111.7% | -34.2% |
| 1Y | -3.1% | +95.7% | -98.7% | -13.5% |
| 3Y | +199.3% | +2.0% | +197.3% | +183.7% |
| 5Y | +48.3% | +48.0% | +0.3% | +33.2% |
| All | +196.2% | -38.4% | +234.6% | +156.1% |
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