+29.1%
Q vs PTEN
+64.7%
-35.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.2% |
| 7D | +11.5% | +7.2% | +4.3% | +11.1% |
| 30D | -0.2% | -7.4% | +7.2% | +0.1% |
| 3M | -13.6% | -2.4% | -11.2% | -13.3% |
| 6M | -27.0% | -10.0% | -17.0% | -27.1% |
| YTD | +50.5% | +79.7% | -29.2% | +32.5% |
| 1Y | +33.8% | +86.5% | -52.7% | +16.0% |
| All | +29.1% | +64.7% | -35.6% | +13.6% |
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 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