+1,418.0%
QLD vs PTEN
-43.5%
+1,461.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +6.9% |
| 7D | -1.4% | -16.4% | +15.0% | +2.3% |
| 30D | -19.6% | -12.8% | -6.8% | -17.5% |
| 3M | -14.1% | +0.7% | -14.8% | -15.1% |
| 6M | -13.6% | -12.2% | -1.4% | -12.9% |
| YTD | +12.5% | +66.1% | -53.5% | -3.3% |
| 1Y | +13.1% | +69.2% | -56.1% | -3.4% |
| 3Y | +154.7% | -8.2% | +162.9% | +140.2% |
| 5Y | +81.1% | +19.2% | +61.9% | +54.3% |
| 10Y | +1,418.0% | -45.6% | +1,463.5% | +1,102.9% |
| All | +1,418.0% | -43.5% | +1,461.5% | +1,102.9% |
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