+252.8%
SPOT vs PTEN
-7.7%
+260.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.1% | +3.5% | -6.5% | -3.3% |
| 30D | +7.4% | +17.5% | -10.2% | +5.9% |
| 3M | +8.2% | +12.7% | -4.5% | +6.7% |
| 6M | +2.2% | +33.1% | -30.9% | -0.9% |
| YTD | -9.5% | +116.4% | -125.9% | -16.1% |
| 1Y | -23.8% | +141.2% | -165.0% | -30.3% |
| 3Y | +233.5% | -3.8% | +237.3% | +223.8% |
| 5Y | +112.2% | +92.7% | +19.5% | +91.5% |
| All | +252.8% | -7.7% | +260.5% | +224.9% |
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 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