+314.7%
SPY vs PTEN
-15.6%
+330.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -0.8% | +3.5% | -4.2% | -1.2% |
| 30D | -1.1% | +17.5% | -18.6% | -3.1% |
| 3M | +3.9% | +12.7% | -8.9% | +1.8% |
| 6M | +13.6% | +33.1% | -19.5% | +8.3% |
| YTD | +12.7% | +116.4% | -103.8% | +0.7% |
| 1Y | +17.5% | +141.2% | -123.7% | +3.1% |
| 3Y | +76.9% | -3.8% | +80.7% | +69.6% |
| 5Y | +83.6% | +92.7% | -9.1% | +55.6% |
| All | +314.7% | -15.6% | +330.4% | +226.4% |
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