+1,246.0%
PPL vs PTEN
+1,488.6%
-242.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.4% | -25.5% | +25.9% | +3.0% |
| 30D | +5.4% | -11.7% | +17.1% | +6.4% |
| 3M | +4.3% | -0.5% | +4.8% | +3.8% |
| 6M | -1.3% | -12.9% | +11.5% | -1.0% |
| YTD | +4.7% | +67.1% | -62.4% | -1.7% |
| 1Y | +1.3% | +70.5% | -69.3% | -5.3% |
| 3Y | +57.2% | -10.4% | +67.7% | +52.7% |
| 5Y | +48.2% | +23.7% | +24.6% | +35.1% |
| 10Y | +62.7% | -42.7% | +105.4% | +40.8% |
| All | +1,246.0% | +1,488.6% | -242.6% | +880.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling