+2.7%
PTC vs PTEN
+88.2%
-85.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.9% | -7.4% | -5.8% |
| 7D | -12.8% | -1.0% | -11.8% | -12.7% |
| 30D | -9.8% | +29.3% | -39.1% | -12.9% |
| 3M | -2.1% | +7.2% | -9.3% | -3.4% |
| 6M | -18.1% | +43.5% | -61.6% | -23.1% |
| YTD | -23.5% | +113.2% | -136.7% | -32.5% |
| 1Y | -37.4% | +135.1% | -172.4% | -45.8% |
| 3Y | -7.2% | -4.8% | -2.4% | -11.8% |
| 5Y | +2.7% | +94.6% | -91.9% | -10.7% |
| All | +2.7% | +88.2% | -85.5% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling