+447.8%
SCHG vs PTEN
-15.6%
+463.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | +3.5% | -4.5% | -1.4% |
| 30D | -1.3% | +17.5% | -18.8% | -3.1% |
| 3M | +5.4% | +12.7% | -7.3% | +3.5% |
| 6M | +14.4% | +33.1% | -18.7% | +9.5% |
| YTD | +8.0% | +116.4% | -108.4% | -2.6% |
| 1Y | +12.7% | +141.2% | -128.4% | 0.0% |
| 3Y | +85.6% | -3.8% | +89.4% | +78.3% |
| 5Y | +85.5% | +92.7% | -7.2% | +60.2% |
| All | +447.8% | -15.6% | +463.5% | +343.9% |
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