+59.5%
SCHW vs PTEN
+87.9%
-28.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.9% | +3.5% | -5.3% | -2.4% |
| 30D | -1.6% | +17.5% | -19.2% | -4.5% |
| 3M | +21.3% | +12.7% | +8.5% | +17.8% |
| 6M | +16.5% | +33.1% | -16.6% | +8.6% |
| YTD | +8.4% | +116.4% | -108.0% | -8.6% |
| 1Y | +15.6% | +141.2% | -125.5% | -5.4% |
| 3Y | +86.8% | -3.8% | +90.6% | +77.9% |
| All | +59.5% | +87.9% | -28.4% | +23.9% |
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 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