+312.4%
PTC vs PTEN
-40.1%
+352.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.3% |
| 7D | +0.8% | +7.2% | -6.4% | -0.2% |
| 30D | +1.2% | -7.4% | +8.6% | +1.9% |
| 3M | +32.6% | -2.4% | +35.0% | +32.3% |
| 6M | +36.1% | -10.0% | +46.1% | +36.6% |
| YTD | +12.7% | +79.7% | -67.1% | +1.0% |
| 1Y | +10.2% | +86.5% | -76.3% | -1.8% |
| 3Y | +29.4% | -1.4% | +30.8% | +22.8% |
| 5Y | +61.1% | +43.9% | +17.2% | +38.3% |
| All | +312.4% | -40.1% | +352.5% | +235.8% |
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