+209.8%
RF vs PTEN
-40.1%
+249.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.1% |
| 7D | +0.4% | +7.2% | -6.9% | -1.6% |
| 30D | +5.6% | -7.4% | +12.9% | +6.9% |
| 3M | -8.9% | -2.4% | -6.5% | -9.5% |
| 6M | +7.1% | -10.0% | +17.1% | +7.0% |
| YTD | +8.3% | +79.7% | -71.4% | -13.7% |
| 1Y | +16.8% | +86.5% | -69.7% | -8.2% |
| 3Y | +115.0% | -1.4% | +116.4% | +93.7% |
| 5Y | +46.4% | +43.9% | +2.5% | +6.2% |
| All | +209.8% | -40.1% | +249.9% | +92.1% |
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