+450.3%
PTC vs PTEN
+1,889.0%
-1,438.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.0% | -5.0% | -5.9% |
| 7D | -10.3% | +0.7% | -11.0% | -10.4% |
| 30D | +1.1% | +31.2% | -30.1% | -3.7% |
| 3M | +1.6% | +2.0% | -0.4% | +0.3% |
| 6M | -13.5% | +42.4% | -55.9% | -20.0% |
| YTD | -19.1% | +109.2% | -128.2% | -30.3% |
| 1Y | -33.9% | +122.3% | -156.2% | -44.0% |
| 3Y | -3.9% | -5.6% | +1.7% | -8.8% |
| 5Y | +6.0% | +86.5% | -80.5% | -15.9% |
| 10Y | +223.7% | -22.1% | +245.9% | +146.4% |
| All | +450.3% | +1,889.0% | -1,438.6% | +175.0% |
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