+584.5%
RIO vs PTEN
-15.6%
+600.1%
-37.5%
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% | +0.6% |
| 7D | -3.2% | +3.5% | -6.7% | -3.8% |
| 30D | +0.9% | +17.5% | -16.6% | -2.1% |
| 3M | -1.4% | +12.7% | -14.2% | -4.3% |
| 6M | +10.9% | +33.1% | -22.1% | +3.1% |
| YTD | +31.2% | +116.4% | -85.2% | +10.7% |
| 1Y | +67.9% | +141.2% | -73.3% | +37.9% |
| 3Y | +88.8% | -3.8% | +92.6% | +78.0% |
| 5Y | +93.1% | +92.7% | +0.4% | +51.1% |
| All | +584.5% | -15.6% | +600.1% | +415.9% |
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