+116.3%
PLTU vs PTEN
+74.6%
+41.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -8.1% | +3.5% | -11.6% | -9.6% |
| 30D | -7.0% | +17.5% | -24.6% | -14.5% |
| 3M | +40.0% | +12.7% | +27.3% | +28.4% |
| 6M | -6.0% | +33.1% | -39.1% | -26.5% |
| YTD | -37.1% | +116.4% | -153.5% | -67.1% |
| 1Y | -33.1% | +141.2% | -174.3% | -68.7% |
| All | +116.3% | +74.6% | +41.8% | +10.0% |
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