+29.7%
Q vs PTEN
+99.1%
-69.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +4.1% | +2.8% | +1.3% | +4.1% |
| 30D | -10.7% | +17.6% | -28.3% | -10.9% |
| 3M | -11.7% | +8.2% | -19.9% | -12.3% |
| 6M | +8.3% | +38.1% | -29.8% | +4.5% |
| YTD | +51.3% | +117.3% | -66.0% | +32.5% |
| All | +29.7% | +99.1% | -69.4% | +13.7% |
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 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