+249.9%
PLD vs PTEN
-21.6%
+271.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -2.3% |
| 7D | -0.7% | -1.7% | +1.0% | -0.5% |
| 30D | -2.2% | +18.6% | -20.8% | -4.0% |
| 3M | -7.4% | +12.5% | -19.8% | -8.9% |
| 6M | +1.9% | +41.9% | -39.9% | -2.9% |
| YTD | +7.9% | +117.8% | -109.9% | -2.2% |
| 1Y | +25.1% | +145.3% | -120.2% | +11.5% |
| 3Y | +21.9% | -2.8% | +24.7% | +17.1% |
| 5Y | +16.3% | +93.4% | -77.1% | +2.3% |
| 10Y | +249.9% | -16.6% | +266.4% | +165.9% |
| All | +249.9% | -21.6% | +271.4% | +165.9% |
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