+172.7%
SLV vs PTEN
+94.7%
+78.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.1% | +2.1% |
| 7D | +2.8% | -1.7% | +4.5% | +2.9% |
| 30D | +2.2% | +18.6% | -16.4% | +0.5% |
| 3M | +2.9% | +12.5% | -9.6% | +1.4% |
| 6M | -22.4% | +41.9% | -64.3% | -26.1% |
| YTD | -5.7% | +117.8% | -123.5% | -14.7% |
| 1Y | +63.3% | +145.3% | -82.0% | +44.9% |
| 3Y | +189.0% | -2.8% | +191.8% | +179.7% |
| 5Y | +172.7% | +93.4% | +79.2% | +145.8% |
| All | +172.7% | +94.7% | +78.0% | +145.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling