+197.9%
PAAS vs PTEN
-40.1%
+238.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.5% | -4.4% |
| 7D | -7.0% | +7.2% | -14.3% | -7.8% |
| 30D | -15.3% | -7.4% | -7.9% | -14.9% |
| 3M | -27.7% | -2.4% | -25.3% | -28.0% |
| 6M | -40.5% | -10.0% | -30.4% | -40.5% |
| YTD | -26.5% | +79.7% | -106.2% | -33.6% |
| 1Y | -0.8% | +86.5% | -87.3% | -10.9% |
| 3Y | +196.9% | -1.4% | +198.3% | +182.7% |
| 5Y | +49.2% | +43.9% | +5.2% | +34.4% |
| All | +197.9% | -40.1% | +238.0% | +158.5% |
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