+119.1%
SUI vs PTEN
-40.1%
+159.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.9% |
| 7D | -3.8% | +7.2% | -11.1% | -4.2% |
| 30D | +3.9% | -7.4% | +11.3% | +4.2% |
| 3M | +0.2% | -2.4% | +2.6% | 0.0% |
| 6M | -4.2% | -10.0% | +5.8% | -4.2% |
| YTD | -2.5% | +79.7% | -82.3% | -6.9% |
| 1Y | -4.0% | +86.5% | -90.5% | -8.6% |
| 3Y | +16.5% | -1.4% | +17.9% | +13.6% |
| 5Y | -27.2% | +43.9% | -71.1% | -31.7% |
| All | +119.1% | -40.1% | +159.2% | +77.6% |
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