+280.0%
RTX vs PTEN
-15.3%
+295.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.0% | +2.8% | -4.8% | -2.5% |
| 30D | -11.2% | +17.6% | -28.8% | -13.9% |
| 3M | +12.0% | +8.2% | +3.9% | +9.4% |
| 6M | -3.6% | +38.1% | -41.7% | -11.2% |
| YTD | +9.2% | +117.3% | -108.1% | -8.2% |
| 1Y | +29.7% | +146.1% | -116.4% | +5.8% |
| 3Y | +152.0% | -3.0% | +155.0% | +136.6% |
| 5Y | +165.8% | +93.5% | +72.3% | +102.7% |
| All | +280.0% | -15.3% | +295.3% | +142.0% |
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 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