+1,152.9%
RSP vs PTEN
-6.8%
+1,159.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.1% |
| 7D | -0.3% | -2.2% | +1.9% | +0.1% |
| 30D | +4.4% | -8.0% | +12.5% | +5.6% |
| 3M | +1.3% | -5.0% | +6.3% | +1.3% |
| 6M | +10.0% | -10.6% | +20.6% | +10.2% |
| YTD | +17.6% | +75.5% | -57.9% | +1.1% |
| 1Y | +19.2% | +70.2% | -50.9% | +3.0% |
| 3Y | +66.0% | -3.7% | +69.7% | +54.3% |
| 5Y | +50.4% | +34.9% | +15.5% | +20.7% |
| 10Y | +215.7% | -41.4% | +257.1% | +139.4% |
| All | +1,152.9% | -6.8% | +1,159.7% | +521.0% |
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