+272.5%
PM vs PTEN
-38.4%
+310.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +1.0% |
| 7D | +0.5% | +10.6% | -10.0% | -0.1% |
| 30D | -3.2% | -4.9% | +1.7% | -3.0% |
| 3M | +6.2% | +1.4% | +4.8% | +5.8% |
| 6M | +7.7% | -7.0% | +14.7% | +7.6% |
| YTD | +27.3% | +84.8% | -57.5% | +20.8% |
| 1Y | +32.8% | +95.7% | -62.9% | +25.4% |
| 3Y | +150.0% | +2.0% | +148.0% | +143.3% |
| 5Y | +164.2% | +48.0% | +116.3% | +141.9% |
| All | +272.5% | -38.4% | +310.9% | +210.0% |
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