+194.4%
PDD vs PTEN
+3.4%
+191.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.6% |
| 7D | -4.4% | -1.7% | -2.8% | -4.3% |
| 30D | -15.5% | +18.6% | -34.1% | -16.9% |
| 3M | -4.1% | +12.5% | -16.5% | -5.6% |
| 6M | -23.4% | +41.9% | -65.3% | -26.8% |
| YTD | -30.7% | +117.8% | -148.5% | -36.7% |
| 1Y | -37.6% | +145.3% | -183.0% | -44.0% |
| 3Y | -17.5% | -2.8% | -14.7% | -20.4% |
| 5Y | -24.6% | +93.4% | -118.0% | -32.4% |
| All | +194.4% | +3.4% | +191.1% | +223.4% |
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