-21.6%
PINS vs PTEN
-16.3%
-5.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.9% |
| 7D | -3.4% | +7.2% | -10.6% | -4.4% |
| 30D | -14.5% | -7.4% | -7.1% | -14.0% |
| 3M | -16.5% | -2.4% | -14.1% | -17.0% |
| 6M | -7.0% | -10.0% | +3.0% | -7.1% |
| YTD | -26.1% | +79.7% | -105.9% | -34.8% |
| 1Y | -30.0% | +86.5% | -116.5% | -38.7% |
| 3Y | -38.5% | -1.4% | -37.1% | -42.2% |
| 5Y | -58.4% | +43.9% | -102.3% | -63.9% |
| All | -21.6% | -16.3% | -5.4% | -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