+54.0%
PPL vs PTEN
-24.5%
+78.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.2% |
| 7D | +1.8% | -1.0% | +2.8% | +1.8% |
| 30D | -1.1% | +29.3% | -30.4% | -3.3% |
| 3M | 0.0% | +7.2% | -7.2% | -0.9% |
| 6M | -7.6% | +43.5% | -51.1% | -11.1% |
| YTD | +1.7% | +113.2% | -111.5% | -5.6% |
| 1Y | +1.5% | +135.1% | -133.5% | -6.9% |
| 3Y | +55.3% | -4.8% | +60.1% | +51.5% |
| 5Y | +37.7% | +94.6% | -56.9% | +21.5% |
| 10Y | +54.0% | -24.2% | +78.2% | +9.9% |
| All | +54.0% | -24.5% | +78.4% | +9.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling