+54.2%
RGTI vs PTEN
+132.5%
-78.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +0.5% | +3.5% | -3.0% | -0.7% |
| 30D | -17.1% | +17.5% | -34.6% | -21.9% |
| 3M | -26.0% | +12.7% | -38.7% | -30.3% |
| 6M | -9.9% | +33.1% | -42.9% | -22.7% |
| YTD | -31.1% | +116.4% | -147.5% | -51.6% |
| 1Y | -8.5% | +141.2% | -149.7% | -38.3% |
| 3Y | +652.2% | -3.8% | +656.0% | +567.1% |
| 5Y | +56.8% | +92.7% | -35.9% | +37.4% |
| All | +54.2% | +132.5% | -78.2% | +35.5% |
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