+695.9%
PH vs PTEN
-38.4%
+734.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.7% |
| 7D | +4.3% | +10.6% | -6.2% | +1.9% |
| 30D | +0.1% | -4.9% | +5.1% | +0.7% |
| 3M | -9.4% | +1.4% | -10.8% | -10.7% |
| 6M | +8.8% | -7.0% | +15.8% | +8.0% |
| YTD | +9.6% | +84.8% | -75.1% | -9.9% |
| 1Y | +14.4% | +95.7% | -81.2% | -7.5% |
| 3Y | +134.5% | +2.0% | +132.6% | +113.5% |
| 5Y | +204.4% | +48.0% | +156.5% | +133.1% |
| All | +695.9% | -38.4% | +734.3% | +429.6% |
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