+562.3%
SE vs PTEN
-16.4%
+578.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -4.8% | +2.8% | -7.6% | -5.1% |
| 30D | -18.1% | +17.6% | -35.7% | -19.9% |
| 3M | +30.6% | +8.2% | +22.5% | +28.3% |
| 6M | +20.8% | +38.1% | -17.3% | +13.7% |
| YTD | -15.6% | +117.3% | -132.9% | -25.7% |
| 1Y | -44.2% | +146.1% | -190.3% | -52.1% |
| 3Y | +181.5% | -3.0% | +184.6% | +167.9% |
| 5Y | -66.9% | +93.5% | -160.4% | -71.6% |
| All | +562.3% | -16.4% | +578.7% | +423.7% |
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