+203.4%
RSP vs PTEN
-15.3%
+218.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.1% | +2.8% | -5.9% | -3.5% |
| 30D | -3.4% | +17.6% | -21.0% | -5.8% |
| 3M | +3.6% | +8.2% | -4.6% | +1.7% |
| 6M | +9.0% | +38.1% | -29.1% | +2.2% |
| YTD | +12.2% | +117.3% | -105.1% | -2.3% |
| 1Y | +15.6% | +146.1% | -130.5% | -1.9% |
| 3Y | +51.6% | -3.0% | +54.7% | +44.2% |
| 5Y | +50.4% | +93.5% | -43.0% | +22.0% |
| All | +203.4% | -15.3% | +218.7% | +121.1% |
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