+14.9%
PSA vs PTEN
+87.9%
-73.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -1.8% | +3.5% | -5.3% | -2.0% |
| 30D | -8.4% | +17.5% | -25.9% | -9.4% |
| 3M | -7.8% | +12.7% | -20.6% | -8.8% |
| 6M | +0.8% | +33.1% | -32.3% | -2.1% |
| YTD | +16.5% | +116.4% | -99.9% | +8.2% |
| 1Y | +4.7% | +141.2% | -136.5% | -4.0% |
| 3Y | +21.1% | -3.8% | +24.8% | +18.0% |
| All | +14.9% | +87.9% | -73.0% | +12.2% |
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