+7,838.6%
RTX vs PTEN
+1,927.4%
+5,911.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.3% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | -10.6% | +29.3% | -39.9% | -14.1% |
| 3M | +11.6% | +7.2% | +4.4% | +9.5% |
| 6M | -4.5% | +43.5% | -48.1% | -11.2% |
| YTD | +9.6% | +113.2% | -103.7% | -4.3% |
| 1Y | +30.8% | +135.1% | -104.2% | +12.0% |
| 3Y | +152.8% | -4.8% | +157.7% | +140.8% |
| 5Y | +167.1% | +94.6% | +72.5% | +118.1% |
| 10Y | +275.2% | -24.2% | +299.4% | +199.3% |
| All | +7,838.6% | +1,927.4% | +5,911.2% | +4,541.6% |
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