+267.4%
RTX vs PTEN
-38.4%
+305.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.4% |
| 7D | +4.8% | +10.6% | -5.8% | +2.9% |
| 30D | +6.5% | -4.9% | +11.4% | +7.0% |
| 3M | -9.6% | +1.4% | -11.1% | -10.6% |
| 6M | +12.3% | -7.0% | +19.4% | +11.7% |
| YTD | +9.5% | +84.8% | -75.3% | -5.9% |
| 1Y | +15.8% | +95.7% | -79.8% | -1.7% |
| 3Y | +157.0% | +2.0% | +155.0% | +137.3% |
| 5Y | +148.8% | +48.0% | +100.8% | +99.4% |
| All | +267.4% | -38.4% | +305.8% | +146.5% |
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