+1,139.1%
PSX vs PTEN
+4.2%
+1,134.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -0.1% |
| 7D | +1.8% | -1.7% | +3.5% | +2.4% |
| 30D | +21.6% | +18.6% | +3.1% | +14.6% |
| 3M | +46.5% | +12.5% | +34.0% | +39.3% |
| 6M | +62.0% | +41.9% | +20.1% | +41.3% |
| YTD | +106.3% | +117.8% | -11.5% | +55.3% |
| 1Y | +103.0% | +145.3% | -42.4% | +45.6% |
| 3Y | +135.5% | -2.8% | +138.3% | +119.4% |
| 5Y | +368.5% | +93.4% | +275.1% | +225.4% |
| 10Y | +386.6% | -16.6% | +403.1% | +216.6% |
| All | +1,139.1% | +4.2% | +1,134.9% | +569.1% |
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 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