+29.6%
PTC vs PTEN
-7.6%
+37.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.1% |
| 7D | +1.3% | -14.5% | +15.8% | +3.3% |
| 30D | +1.1% | -11.1% | +12.2% | +2.3% |
| 3M | +30.1% | -7.8% | +38.0% | +30.8% |
| 6M | +34.0% | -10.5% | +44.5% | +34.7% |
| YTD | +12.8% | +69.3% | -56.5% | +0.4% |
| 1Y | +10.7% | +70.5% | -59.8% | -1.8% |
| 3Y | +29.6% | -7.1% | +36.8% | +22.6% |
| All | +29.6% | -7.6% | +37.2% | +22.6% |
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