+251.1%
PH vs PTEN
+94.7%
+156.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.1% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | -10.3% | +18.6% | -28.9% | -13.5% |
| 3M | +5.1% | +12.5% | -7.4% | +1.6% |
| 6M | +2.3% | +41.9% | -39.6% | -7.5% |
| YTD | +8.7% | +117.8% | -109.1% | -11.6% |
| 1Y | +26.8% | +145.3% | -118.6% | -0.5% |
| 3Y | +139.2% | -2.8% | +142.0% | +120.9% |
| 5Y | +251.1% | +93.4% | +157.7% | +165.4% |
| All | +251.1% | +94.7% | +156.4% | +165.4% |
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 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