+361.6%
PSX vs PTEN
-38.4%
+400.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.1% | -0.2% |
| 7D | +7.8% | +10.6% | -2.8% | +4.0% |
| 30D | -10.9% | -4.9% | -6.0% | -9.7% |
| 3M | +14.5% | +1.4% | +13.0% | +13.1% |
| 6M | +56.1% | -7.0% | +63.1% | +57.2% |
| YTD | +109.6% | +84.8% | +24.8% | +64.2% |
| 1Y | +95.5% | +95.7% | -0.2% | +50.0% |
| 3Y | +156.2% | +2.0% | +154.2% | +133.8% |
| 5Y | +310.0% | +48.0% | +262.0% | +206.3% |
| All | +361.6% | -38.4% | +400.1% | +206.1% |
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 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