+64.8%
PR vs PTEN
-43.5%
+108.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -12.4% | -16.4% | +4.1% | -0.5% |
| 30D | -6.6% | -12.8% | +6.3% | +2.2% |
| 3M | +7.5% | +0.7% | +6.8% | +4.8% |
| 6M | +10.8% | -12.2% | +23.0% | +16.9% |
| YTD | +57.0% | +66.1% | -9.1% | +1.1% |
| 1Y | +67.9% | +69.2% | -1.3% | +5.8% |
| 3Y | +87.6% | -8.2% | +95.8% | +66.4% |
| 5Y | +220.4% | +19.2% | +201.2% | +103.7% |
| 10Y | +64.8% | -45.6% | +110.4% | +48.1% |
| All | +64.8% | -43.5% | +108.4% | +48.1% |
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