+1,127.7%
RSP vs PTEN
+11.1%
+1,116.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.3% |
| 7D | -0.8% | +0.7% | -1.5% | -1.0% |
| 30D | -0.3% | +31.2% | -31.6% | -6.0% |
| 3M | +4.3% | +2.0% | +2.2% | +2.6% |
| 6M | +8.8% | +42.4% | -33.6% | -1.0% |
| YTD | +15.3% | +109.2% | -93.9% | -3.6% |
| 1Y | +18.3% | +122.3% | -104.0% | -3.1% |
| 3Y | +52.8% | -5.6% | +58.4% | +43.4% |
| 5Y | +51.7% | +86.5% | -34.8% | +13.8% |
| 10Y | +208.5% | -22.1% | +230.6% | +119.8% |
| All | +1,127.7% | +11.1% | +1,116.6% | +491.8% |
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