+194.7%
RBA vs PTEN
-21.6%
+216.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -0.9% |
| 7D | -1.9% | -1.7% | -0.2% | -1.8% |
| 30D | -13.0% | +18.6% | -31.6% | -14.3% |
| 3M | -23.1% | +12.5% | -35.6% | -24.2% |
| 6M | -22.6% | +41.9% | -64.5% | -25.6% |
| YTD | -20.4% | +117.8% | -138.2% | -26.6% |
| 1Y | -29.6% | +145.3% | -174.9% | -36.0% |
| 3Y | +26.6% | -2.8% | +29.4% | +22.5% |
| 5Y | +38.2% | +93.4% | -55.2% | +21.6% |
| 10Y | +194.7% | -16.6% | +211.3% | +151.8% |
| All | +194.7% | -21.6% | +216.3% | +151.8% |
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