+1,747.8%
PLD vs PTEN
+68.6%
+1,679.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | -2.4% | +31.2% | -33.7% | -7.2% |
| 3M | -3.8% | +2.0% | -5.8% | -5.1% |
| 6M | 0.0% | +42.4% | -42.4% | -7.7% |
| YTD | +9.2% | +109.2% | -100.0% | -6.1% |
| 1Y | +25.9% | +122.3% | -96.4% | +6.5% |
| 3Y | +21.3% | -5.6% | +26.9% | +15.3% |
| 5Y | +14.1% | +86.5% | -72.4% | -9.7% |
| 10Y | +237.9% | -22.1% | +260.0% | +150.1% |
| All | +1,747.8% | +68.6% | +1,679.2% | +975.5% |
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