+166.9%
PSLV vs PTEN
-3.7%
+170.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -3.5% | +3.5% | -6.9% | -3.7% |
| 30D | -2.1% | +17.5% | -19.7% | -3.4% |
| 3M | -1.6% | +12.7% | -14.4% | -2.7% |
| 6M | -25.5% | +33.1% | -58.6% | -28.2% |
| YTD | -11.4% | +116.4% | -127.9% | -20.1% |
| 1Y | +48.6% | +141.2% | -92.6% | +31.2% |
| 3Y | +166.9% | -3.8% | +170.7% | +172.1% |
| All | +166.9% | -3.7% | +170.6% | +172.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling