+267.6%
PM vs PTEN
-41.5%
+309.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.8% |
| 7D | -7.1% | -2.2% | -4.9% | -6.9% |
| 30D | -2.8% | -8.0% | +5.2% | -2.4% |
| 3M | +6.3% | -5.0% | +11.4% | +6.4% |
| 6M | +9.6% | -10.6% | +20.3% | +9.8% |
| YTD | +25.6% | +75.5% | -49.9% | +19.6% |
| 1Y | +29.7% | +70.2% | -40.5% | +23.6% |
| 3Y | +147.6% | -3.7% | +151.3% | +141.8% |
| 5Y | +160.1% | +34.9% | +125.2% | +139.8% |
| All | +267.6% | -41.5% | +309.1% | +206.9% |
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