-50.4%
TAP vs PTEN
-21.6%
-28.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.1% | -1.2% |
| 7D | -5.1% | -1.7% | -3.4% | -4.9% |
| 30D | -8.4% | +18.6% | -27.0% | -10.7% |
| 3M | -3.9% | +12.5% | -16.4% | -6.2% |
| 6M | -14.4% | +41.9% | -56.2% | -19.7% |
| YTD | -14.7% | +117.8% | -132.5% | -25.1% |
| 1Y | -18.7% | +145.3% | -164.0% | -30.3% |
| 3Y | -32.6% | -2.8% | -29.8% | -35.7% |
| 5Y | -1.4% | +93.4% | -94.8% | -21.1% |
| 10Y | -50.4% | -16.6% | -33.8% | -65.2% |
| All | -50.4% | -21.6% | -28.8% | -65.2% |
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