-99.1%
QID vs PTEN
-15.6%
-83.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.9% |
| 7D | +1.3% | +3.5% | -2.2% | +2.0% |
| 30D | +2.9% | +17.5% | -14.6% | +6.7% |
| 3M | -0.7% | +12.7% | -13.4% | +2.4% |
| 6M | -29.7% | +33.1% | -62.8% | -24.5% |
| YTD | -27.9% | +116.4% | -144.3% | -13.2% |
| 1Y | -34.6% | +141.2% | -175.7% | -18.5% |
| 3Y | -73.5% | -3.8% | -69.7% | -70.4% |
| 5Y | -81.0% | +92.7% | -173.7% | -73.3% |
| All | -99.1% | -15.6% | -83.5% | -98.5% |
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