+113.0%
PLTU vs PTEN
+75.2%
+37.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.3% |
| 7D | -17.7% | +2.8% | -20.5% | -18.7% |
| 30D | -12.5% | +17.6% | -30.1% | -19.5% |
| 3M | +39.5% | +8.2% | +31.3% | +31.1% |
| 6M | -7.0% | +38.1% | -45.1% | -29.3% |
| YTD | -38.1% | +117.3% | -155.3% | -67.6% |
| 1Y | -36.0% | +146.1% | -182.1% | -70.5% |
| All | +113.0% | +75.2% | +37.7% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling