+25.3%
PSA vs PTEN
+49.0%
-23.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | -1.4% | +10.6% | -12.0% | -2.0% |
| 30D | +15.2% | -4.9% | +20.1% | +15.3% |
| 3M | +2.2% | +1.4% | +0.8% | +1.7% |
| 6M | +11.7% | -7.0% | +18.7% | +11.5% |
| YTD | +32.0% | +84.8% | -52.8% | +22.9% |
| 1Y | +26.3% | +95.7% | -69.4% | +16.8% |
| 3Y | +52.4% | +2.0% | +50.4% | +46.5% |
| All | +25.3% | +49.0% | -23.7% | +21.6% |
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