+2,941.1%
SHOP vs PTEN
-15.3%
+2,956.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -13.2% | +2.8% | -16.0% | -13.5% |
| 30D | -17.0% | +17.6% | -34.6% | -18.7% |
| 3M | +17.0% | +8.2% | +8.8% | +15.1% |
| 6M | -2.1% | +38.1% | -40.2% | -7.4% |
| YTD | -21.4% | +117.3% | -138.6% | -30.1% |
| 1Y | -11.0% | +146.1% | -157.1% | -22.4% |
| 3Y | +100.9% | -3.0% | +104.0% | +91.3% |
| 5Y | -14.7% | +93.5% | -108.2% | -24.0% |
| All | +2,941.1% | -15.3% | +2,956.4% | +2,481.6% |
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