+563.8%
PENG vs PTEN
-43.4%
+607.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.8% |
| 7D | -16.1% | -14.5% | -1.6% | -12.7% |
| 30D | -41.5% | -11.1% | -30.3% | -39.7% |
| 3M | -19.1% | -7.8% | -11.3% | -17.8% |
| 6M | +0.9% | -10.5% | +11.4% | +2.7% |
| YTD | +128.2% | +69.3% | +58.9% | +98.3% |
| 1Y | +98.6% | +70.5% | +28.1% | +72.0% |
| 3Y | +188.2% | -7.1% | +195.3% | +174.1% |
| 5Y | +55.5% | +29.1% | +26.4% | +28.3% |
| All | +563.8% | -43.4% | +607.2% | +388.9% |
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 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