+133.1%
QSR vs PTEN
-15.6%
+148.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.0% | +3.5% | -7.5% | -4.4% |
| 30D | +2.8% | +17.5% | -14.8% | +0.8% |
| 3M | +5.1% | +12.7% | -7.6% | +3.1% |
| 6M | +8.8% | +33.1% | -24.3% | +4.0% |
| YTD | +14.8% | +116.4% | -101.6% | +3.3% |
| 1Y | +25.7% | +141.2% | -115.4% | +11.1% |
| 3Y | +27.5% | -3.8% | +31.3% | +22.8% |
| 5Y | +41.3% | +92.7% | -51.5% | +17.1% |
| All | +133.1% | -15.6% | +148.7% | +63.0% |
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 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