+169.5%
PR vs PTEN
-12.3%
+181.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.9% |
| 7D | +2.9% | +0.7% | +2.2% | +2.3% |
| 30D | +18.0% | +31.2% | -13.2% | -3.3% |
| 3M | +16.9% | +2.0% | +14.8% | +12.6% |
| 6M | +28.2% | +42.4% | -14.2% | -4.4% |
| YTD | +69.3% | +109.2% | -39.9% | -4.9% |
| 1Y | +69.5% | +122.3% | -52.8% | -11.0% |
| 3Y | +81.7% | -5.6% | +87.3% | +61.1% |
| 5Y | +422.2% | +86.5% | +335.7% | +148.4% |
| 10Y | +110.4% | -22.1% | +132.5% | +60.4% |
| All | +169.5% | -12.3% | +181.8% | +105.5% |
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