+667.0%
PTC vs PTEN
+1,509.4%
-842.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | 0.0% |
| 7D | +1.3% | -14.5% | +15.8% | +3.9% |
| 30D | +1.1% | -11.1% | +12.2% | +2.7% |
| 3M | +30.1% | -7.8% | +38.0% | +31.1% |
| 6M | +34.0% | -10.5% | +44.5% | +34.6% |
| YTD | +12.8% | +69.3% | -56.5% | +0.3% |
| 1Y | +10.7% | +70.5% | -59.8% | -1.9% |
| 3Y | +29.6% | -7.1% | +36.8% | +23.3% |
| 5Y | +63.5% | +29.1% | +34.4% | +38.4% |
| 10Y | +316.7% | -44.5% | +361.2% | +236.5% |
| All | +667.0% | +1,509.4% | -842.4% | +295.7% |
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 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