+39,814.5%
RMD vs PTEN
+1,659.1%
+38,155.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.4% |
| 7D | -4.5% | -1.0% | -3.4% | -4.4% |
| 30D | +4.6% | +29.3% | -24.7% | +1.7% |
| 3M | +14.8% | +7.2% | +7.5% | +13.3% |
| 6M | -12.1% | +43.5% | -55.6% | -16.4% |
| YTD | -7.5% | +113.2% | -120.7% | -15.7% |
| 1Y | -20.1% | +135.1% | -155.1% | -28.2% |
| 3Y | +53.9% | -4.8% | +58.7% | +48.7% |
| 5Y | -22.2% | +94.6% | -116.8% | -32.9% |
| 10Y | +268.2% | -24.2% | +292.4% | +209.3% |
| All | +39,814.5% | +1,659.1% | +38,155.5% | +16,650.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling