+62.1%
SPG vs PTEN
-15.6%
+77.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -1.2% | +3.5% | -4.6% | -2.0% |
| 30D | -6.1% | +17.5% | -23.7% | -10.0% |
| 3M | -3.6% | +12.7% | -16.4% | -7.6% |
| 6M | +10.4% | +33.1% | -22.7% | -0.1% |
| YTD | +14.4% | +116.4% | -102.1% | -9.1% |
| 1Y | +16.5% | +141.2% | -124.6% | -11.0% |
| 3Y | +106.8% | -3.8% | +110.6% | +90.8% |
| 5Y | +108.9% | +92.7% | +16.2% | +41.6% |
| All | +62.1% | -15.6% | +77.7% | -17.6% |
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