+100.5%
PSA vs PTEN
-15.6%
+116.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -1.8% | +3.5% | -5.3% | -1.9% |
| 30D | -8.4% | +17.5% | -25.9% | -8.9% |
| 3M | -7.8% | +12.7% | -20.6% | -8.4% |
| 6M | +0.8% | +33.1% | -32.3% | -0.7% |
| YTD | +16.5% | +116.4% | -99.9% | +12.4% |
| 1Y | +4.7% | +141.2% | -136.5% | +0.4% |
| 3Y | +21.1% | -3.8% | +24.8% | +19.0% |
| 5Y | +14.2% | +92.7% | -78.5% | +10.3% |
| All | +100.5% | -15.6% | +116.1% | +80.9% |
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 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