+45.2%
PL vs PTEN
+82.0%
-36.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.6% | +15.1% | +14.7% |
| 7D | +10.9% | -16.4% | +27.3% | +16.2% |
| 30D | -16.4% | -12.8% | -3.5% | -13.6% |
| 3M | -39.9% | +0.7% | -40.6% | -40.6% |
| 6M | -63.2% | -12.2% | -51.0% | -62.5% |
| YTD | -27.1% | +66.1% | -93.2% | -38.2% |
| 1Y | +12.2% | +69.2% | -57.0% | -5.7% |
| 3Y | +584.3% | -8.2% | +592.5% | +545.0% |
| 5Y | +37.0% | +19.2% | +17.8% | +21.2% |
| All | +45.2% | +82.0% | -36.9% | +28.6% |
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