+559.3%
ROKU vs PTEN
-24.3%
+583.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.4% | +3.5% | -3.9% | -0.9% |
| 30D | +2.1% | +17.5% | -15.5% | -0.4% |
| 3M | +29.5% | +12.7% | +16.8% | +26.5% |
| 6M | +53.8% | +33.1% | +20.7% | +45.1% |
| YTD | +42.8% | +116.4% | -73.6% | +24.6% |
| 1Y | +60.7% | +141.2% | -80.4% | +37.3% |
| 3Y | +83.9% | -3.8% | +87.7% | +74.5% |
| 5Y | -52.8% | +92.7% | -145.5% | -59.3% |
| All | +559.3% | -24.3% | +583.6% | +523.1% |
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