+1,670.4%
PLD vs PTEN
+33.9%
+1,636.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.9% |
| 7D | +0.7% | -16.4% | +17.1% | +3.7% |
| 30D | +0.8% | -12.8% | +13.6% | +2.7% |
| 3M | -6.1% | +0.7% | -6.8% | -7.1% |
| 6M | -8.0% | -12.2% | +4.2% | -7.6% |
| YTD | +4.7% | +66.1% | -61.4% | -7.0% |
| 1Y | +7.2% | +69.2% | -62.0% | -5.2% |
| 3Y | +39.2% | -8.2% | +47.4% | +32.5% |
| 5Y | +1.9% | +19.2% | -17.3% | -12.9% |
| 10Y | +256.8% | -45.6% | +302.3% | +181.6% |
| All | +1,670.4% | +33.9% | +1,636.6% | +965.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling