+204.8%
RBA vs PTEN
-40.1%
+244.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.7% |
| 7D | -0.5% | +7.2% | -7.8% | -1.1% |
| 30D | +6.8% | -7.4% | +14.2% | +7.2% |
| 3M | +9.5% | -2.4% | +11.9% | +9.2% |
| 6M | -8.2% | -10.0% | +1.8% | -8.2% |
| YTD | -7.7% | +79.7% | -87.5% | -13.8% |
| 1Y | -6.9% | +86.5% | -93.4% | -13.4% |
| 3Y | +61.6% | -1.4% | +63.0% | +56.0% |
| 5Y | +44.7% | +43.9% | +0.8% | +30.7% |
| All | +204.8% | -40.1% | +244.9% | +170.7% |
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