+363.5%
SE vs PTEN
-28.9%
+392.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.8% |
| 7D | -0.5% | +10.6% | -11.1% | -1.7% |
| 30D | -20.9% | -4.9% | -16.0% | -20.7% |
| 3M | -38.9% | +1.4% | -40.3% | -39.5% |
| 6M | -19.4% | -7.0% | -12.4% | -19.9% |
| YTD | -40.9% | +84.8% | -125.7% | -47.3% |
| 1Y | -46.2% | +95.7% | -141.9% | -52.4% |
| 3Y | +63.7% | +2.0% | +61.8% | +53.9% |
| 5Y | -77.9% | +48.0% | -125.9% | -80.5% |
| All | +363.5% | -28.9% | +392.4% | +271.9% |
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