+303.8%
TD vs PTEN
-15.6%
+319.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -0.5% | +3.5% | -4.0% | -1.1% |
| 30D | -1.9% | +17.5% | -19.4% | -4.5% |
| 3M | +4.8% | +12.7% | -8.0% | +2.0% |
| 6M | +28.0% | +33.1% | -5.1% | +20.2% |
| YTD | +30.3% | +116.4% | -86.1% | +12.4% |
| 1Y | +59.8% | +141.2% | -81.4% | +34.5% |
| 3Y | +124.7% | -3.8% | +128.5% | +113.6% |
| 5Y | +127.0% | +92.7% | +34.3% | +80.0% |
| All | +303.8% | -15.6% | +319.4% | +171.8% |
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