+25.8%
TCOM vs PTEN
+89.3%
-63.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -6.5% | +2.8% | -9.3% | -6.8% |
| 30D | -16.2% | +17.6% | -33.8% | -17.8% |
| 3M | -19.3% | +8.2% | -27.5% | -20.4% |
| 6M | -27.2% | +38.1% | -65.3% | -30.9% |
| YTD | -46.2% | +117.3% | -163.5% | -52.1% |
| 1Y | -46.6% | +146.1% | -192.7% | -53.5% |
| 3Y | +8.4% | -3.0% | +11.4% | +5.2% |
| 5Y | +25.8% | +93.5% | -67.6% | +8.2% |
| All | +25.8% | +89.3% | -63.5% | +8.2% |
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 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