+70.3%
T vs PTEN
-15.6%
+85.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.0% |
| 7D | +1.5% | +3.5% | -2.0% | +1.2% |
| 30D | +7.5% | +17.5% | -10.1% | +5.9% |
| 3M | +14.8% | +12.7% | +2.1% | +13.2% |
| 6M | -1.7% | +33.1% | -34.8% | -4.8% |
| YTD | +8.7% | +116.4% | -107.8% | +0.6% |
| 1Y | -7.5% | +141.2% | -148.6% | -15.6% |
| 3Y | +110.2% | -3.8% | +114.0% | +105.2% |
| 5Y | +71.6% | +92.7% | -21.1% | +50.2% |
| All | +70.3% | -15.6% | +85.9% | +37.4% |
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