+217.3%
RRX vs PTEN
-15.6%
+232.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.8% |
| 7D | -0.3% | +3.5% | -3.8% | -1.2% |
| 30D | -6.1% | +17.5% | -23.7% | -9.8% |
| 3M | -23.1% | +12.7% | -35.8% | -25.9% |
| 6M | -19.5% | +33.1% | -52.6% | -26.9% |
| YTD | +16.1% | +116.4% | -100.4% | -6.6% |
| 1Y | +12.9% | +141.2% | -128.2% | -12.0% |
| 3Y | +7.9% | -3.8% | +11.7% | +1.0% |
| 5Y | +19.1% | +92.7% | -73.6% | -11.5% |
| All | +217.3% | -15.6% | +232.9% | +112.5% |
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