+65.2%
PR vs PTEN
-43.9%
+109.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | -16.4% | -25.5% | +9.1% | +2.6% |
| 30D | -1.9% | -11.7% | +9.8% | +6.3% |
| 3M | +8.0% | -0.5% | +8.5% | +6.1% |
| 6M | +4.1% | -12.9% | +17.0% | +10.6% |
| YTD | +58.7% | +67.1% | -8.4% | +1.7% |
| 1Y | +75.8% | +70.5% | +5.3% | +10.2% |
| 3Y | +73.2% | -10.4% | +83.6% | +56.2% |
| 5Y | +230.1% | +23.7% | +206.5% | +103.9% |
| All | +65.2% | -43.9% | +109.1% | +45.2% |
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