+104.2%
SPG vs PTEN
+94.7%
+9.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -2.7% |
| 7D | -1.7% | -1.7% | 0.0% | -1.5% |
| 30D | -6.3% | +18.6% | -24.9% | -8.6% |
| 3M | -2.4% | +12.5% | -14.9% | -4.6% |
| 6M | +9.6% | +41.9% | -32.2% | +2.3% |
| YTD | +14.2% | +117.8% | -103.6% | -1.3% |
| 1Y | +19.3% | +145.3% | -126.0% | +0.2% |
| 3Y | +106.7% | -2.8% | +109.5% | +96.6% |
| 5Y | +104.2% | +93.4% | +10.8% | +59.9% |
| All | +104.2% | +94.7% | +9.6% | +59.9% |
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