+39.4%
PPL vs PTEN
+90.4%
-51.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +2.7% | +0.7% | +1.9% | +2.6% |
| 30D | +0.5% | +31.2% | -30.8% | -1.1% |
| 3M | +0.7% | +2.0% | -1.4% | +0.3% |
| 6M | -7.6% | +42.4% | -50.0% | -9.9% |
| YTD | +1.8% | +109.2% | -107.4% | -3.3% |
| 1Y | -0.8% | +122.3% | -123.1% | -6.3% |
| 3Y | +56.9% | -5.6% | +62.4% | +55.7% |
| All | +39.4% | +90.4% | -51.0% | +32.7% |
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