+271.5%
RMD vs PTEN
-15.6%
+287.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -4.4% | +3.5% | -7.9% | -4.7% |
| 30D | -3.1% | +17.5% | -20.7% | -4.4% |
| 3M | +13.8% | +12.7% | +1.0% | +12.3% |
| 6M | -8.6% | +33.1% | -41.7% | -11.3% |
| YTD | -8.6% | +116.4% | -125.1% | -15.1% |
| 1Y | -19.7% | +141.2% | -160.8% | -26.2% |
| 3Y | +48.4% | -3.8% | +52.2% | +44.2% |
| 5Y | -22.7% | +92.7% | -115.4% | -30.4% |
| All | +271.5% | -15.6% | +287.1% | +216.2% |
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 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