+686.9%
SEI vs PTEN
-25.2%
+712.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | +22.6% | +3.5% | +19.1% | +20.7% |
| 30D | +9.1% | +17.5% | -8.4% | +0.3% |
| 3M | -11.3% | +12.7% | -24.1% | -17.9% |
| 6M | +22.0% | +33.1% | -11.1% | +0.8% |
| YTD | +47.3% | +116.4% | -69.2% | -6.4% |
| 1Y | +124.8% | +141.2% | -16.4% | +33.2% |
| 3Y | +591.3% | -3.8% | +595.1% | +547.0% |
| 5Y | +1,008.2% | +92.7% | +915.5% | +599.9% |
| All | +686.9% | -25.2% | +712.1% | +505.4% |
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