+182.0%
SLV vs PTEN
-40.1%
+222.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.4% | -5.7% | -3.4% |
| 7D | -3.9% | +7.2% | -11.1% | -4.3% |
| 30D | -15.6% | -7.4% | -8.3% | -15.4% |
| 3M | -23.6% | -2.4% | -21.2% | -23.8% |
| 6M | -42.6% | -10.0% | -32.5% | -42.5% |
| YTD | -30.0% | +79.7% | -109.7% | -33.8% |
| 1Y | -6.6% | +86.5% | -93.1% | -12.0% |
| 3Y | +121.8% | -1.4% | +123.2% | +115.5% |
| 5Y | +92.7% | +43.9% | +48.7% | +80.9% |
| All | +182.0% | -40.1% | +222.1% | +159.5% |
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