+378.1%
PSX vs PTEN
-15.6%
+393.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +1.7% | +3.5% | -1.7% | +0.5% |
| 30D | +15.6% | +17.5% | -1.9% | +9.0% |
| 3M | +46.5% | +12.7% | +33.7% | +39.0% |
| 6M | +55.0% | +33.1% | +21.9% | +37.5% |
| YTD | +105.3% | +116.4% | -11.2% | +53.1% |
| 1Y | +101.6% | +141.2% | -39.6% | +43.6% |
| 3Y | +134.1% | -3.8% | +137.9% | +118.0% |
| 5Y | +368.7% | +92.7% | +276.0% | +219.9% |
| All | +378.1% | -15.6% | +393.7% | +186.9% |
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