+68.3%
T vs PTEN
+89.3%
-21.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.4% | +2.8% | -5.2% | -2.6% |
| 30D | +4.3% | +17.6% | -13.3% | +3.3% |
| 3M | +11.6% | +8.2% | +3.4% | +10.8% |
| 6M | -5.6% | +38.1% | -43.7% | -7.6% |
| YTD | +6.6% | +117.3% | -110.7% | +1.6% |
| 1Y | -8.4% | +146.1% | -154.5% | -13.6% |
| 3Y | +107.8% | -3.0% | +110.9% | +108.2% |
| 5Y | +68.3% | +93.5% | -25.2% | +52.0% |
| All | +68.3% | +89.3% | -21.0% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling