+782.8%
PH vs PTEN
-15.3%
+798.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.1% | +2.8% | -5.9% | -3.8% |
| 30D | -11.8% | +17.6% | -29.4% | -15.4% |
| 3M | +6.9% | +8.2% | -1.3% | +3.6% |
| 6M | -1.3% | +38.1% | -39.4% | -11.4% |
| YTD | +7.0% | +117.3% | -110.3% | -14.7% |
| 1Y | +23.1% | +146.1% | -123.0% | -5.6% |
| 3Y | +135.4% | -3.0% | +138.4% | +118.3% |
| 5Y | +250.3% | +93.5% | +156.9% | +151.6% |
| All | +782.8% | -15.3% | +798.1% | +442.7% |
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