+125.4%
TD vs PTEN
+89.3%
+36.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -2.6% | +2.8% | -5.4% | -2.9% |
| 30D | -1.0% | +17.6% | -18.6% | -3.0% |
| 3M | +5.6% | +8.2% | -2.6% | +4.1% |
| 6M | +27.1% | +38.1% | -11.0% | +20.4% |
| YTD | +29.4% | +117.3% | -87.9% | +14.7% |
| 1Y | +60.7% | +146.1% | -85.4% | +39.1% |
| 3Y | +127.6% | -3.0% | +130.6% | +120.7% |
| 5Y | +125.4% | +93.5% | +31.9% | +89.2% |
| All | +125.4% | +89.3% | +36.1% | +89.2% |
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