+104.4%
SUI vs PTEN
-24.5%
+128.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.6% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | -2.3% | +29.3% | -31.6% | -3.8% |
| 3M | -2.8% | +7.2% | -10.1% | -3.4% |
| 6M | -12.4% | +43.5% | -55.9% | -14.7% |
| YTD | -3.3% | +113.2% | -116.5% | -8.2% |
| 1Y | -5.8% | +135.1% | -140.9% | -11.4% |
| 3Y | +12.5% | -4.8% | +17.3% | +10.2% |
| 5Y | -32.9% | +94.6% | -127.5% | -38.0% |
| 10Y | +104.4% | -24.2% | +128.6% | +62.9% |
| All | +104.4% | -24.5% | +128.9% | +62.9% |
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