+588.9%
RVMD vs PTEN
+87.9%
+501.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -3.0% | +3.5% | -6.4% | -3.4% |
| 30D | -0.7% | +17.5% | -18.3% | -3.0% |
| 3M | +36.5% | +12.7% | +23.8% | +33.6% |
| 6M | +104.6% | +33.1% | +71.5% | +94.2% |
| YTD | +155.8% | +116.4% | +39.4% | +125.9% |
| 1Y | +340.7% | +141.2% | +199.5% | +280.6% |
| 3Y | +519.9% | -3.8% | +523.7% | +486.1% |
| All | +588.9% | +87.9% | +501.0% | +471.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling