+92.0%
RIO vs PTEN
+89.3%
+2.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | -3.4% | +2.8% | -6.1% | -3.8% |
| 30D | +0.6% | +17.6% | -17.0% | -2.2% |
| 3M | +2.5% | +8.2% | -5.6% | +0.5% |
| 6M | +10.8% | +38.1% | -27.3% | +2.7% |
| YTD | +30.5% | +117.3% | -86.8% | +10.5% |
| 1Y | +68.1% | +146.1% | -78.0% | +38.1% |
| 3Y | +94.0% | -3.0% | +97.1% | +84.8% |
| 5Y | +92.0% | +93.5% | -1.4% | +57.2% |
| All | +92.0% | +89.3% | +2.7% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling