-22.3%
PINS vs PTEN
-21.1%
-1.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | -6.9% | -14.5% | +7.5% | -4.8% |
| 30D | -11.4% | -11.1% | -0.3% | -10.4% |
| 3M | -22.2% | -7.8% | -14.4% | -22.0% |
| 6M | -10.9% | -10.5% | -0.4% | -11.0% |
| YTD | -26.8% | +69.3% | -96.1% | -34.8% |
| 1Y | -29.8% | +70.5% | -100.4% | -37.7% |
| 3Y | -39.0% | -7.1% | -31.9% | -42.1% |
| 5Y | -58.7% | +29.1% | -87.8% | -63.6% |
| All | -22.3% | -21.1% | -1.2% | -37.6% |
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