-8.2%
PDD vs PTEN
+25.5%
-33.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.6% |
| 7D | -1.0% | -14.5% | +13.5% | +0.9% |
| 30D | -2.4% | -11.1% | +8.7% | -1.4% |
| 3M | -14.6% | -7.8% | -6.8% | -14.5% |
| 6M | -19.6% | -10.5% | -9.1% | -19.6% |
| YTD | -30.0% | +69.3% | -99.3% | -37.8% |
| 1Y | -42.5% | +70.5% | -113.0% | -49.1% |
| 3Y | -27.2% | -7.1% | -20.1% | -31.0% |
| 5Y | -8.2% | +29.1% | -37.4% | -28.9% |
| All | -8.2% | +25.5% | -33.8% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling