+42.0%
SOFI vs PTEN
+182.3%
-140.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -4.9% | +3.5% | -8.4% | -5.8% |
| 30D | -3.5% | +17.5% | -21.0% | -7.5% |
| 3M | +3.9% | +12.7% | -8.8% | -0.6% |
| 6M | -6.5% | +33.1% | -39.6% | -16.4% |
| YTD | -33.8% | +116.4% | -150.3% | -48.8% |
| 1Y | -33.3% | +141.2% | -174.5% | -50.4% |
| 3Y | +94.6% | -3.8% | +98.4% | +75.4% |
| 5Y | +13.3% | +92.7% | -79.4% | -11.6% |
| All | +42.0% | +182.3% | -140.4% | +26.6% |
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