+44.8%
PL vs PTEN
+92.4%
-47.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.5% |
| 7D | +13.4% | -2.2% | +15.5% | +14.1% |
| 30D | -10.2% | -8.0% | -2.1% | -8.5% |
| 3M | -39.5% | -5.0% | -34.5% | -39.1% |
| 6M | -65.7% | -10.6% | -55.1% | -65.3% |
| YTD | -27.3% | +75.5% | -102.8% | -39.2% |
| 1Y | +15.0% | +70.2% | -55.2% | -3.4% |
| 3Y | +560.8% | -3.7% | +564.5% | +514.7% |
| 5Y | +38.4% | +34.9% | +3.5% | +20.6% |
| All | +44.8% | +92.4% | -47.5% | +26.4% |
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 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