+415.3%
PR vs PTEN
+90.4%
+324.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.0% |
| 7D | +2.9% | +0.7% | +2.2% | +2.4% |
| 30D | +18.0% | +31.2% | -13.2% | -0.6% |
| 3M | +16.9% | +2.0% | +14.8% | +13.5% |
| 6M | +28.2% | +42.4% | -14.2% | -0.1% |
| YTD | +69.3% | +109.2% | -39.9% | +2.9% |
| 1Y | +69.5% | +122.3% | -52.8% | -2.8% |
| 3Y | +81.7% | -5.6% | +87.3% | +68.6% |
| All | +415.3% | +90.4% | +324.8% | +159.9% |
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 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