+7,652.7%
PSA vs PTEN
+1,927.4%
+5,725.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.3% |
| 7D | -0.4% | -1.0% | +0.6% | -0.3% |
| 30D | -8.2% | +29.3% | -37.5% | -10.4% |
| 3M | -2.1% | +7.2% | -9.4% | -3.2% |
| 6M | -0.2% | +43.5% | -43.7% | -4.5% |
| YTD | +18.5% | +113.2% | -94.7% | +9.1% |
| 1Y | +6.6% | +135.1% | -128.5% | -3.1% |
| 3Y | +24.5% | -4.8% | +29.3% | +20.6% |
| 5Y | +13.6% | +94.6% | -81.0% | -0.2% |
| 10Y | +102.0% | -24.2% | +126.2% | +72.5% |
| All | +7,652.7% | +1,927.4% | +5,725.3% | +4,618.6% |
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 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