+467.2%
TDY vs PTEN
-15.6%
+482.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -1.1% | +3.5% | -4.6% | -1.7% |
| 30D | -12.0% | +17.5% | -29.6% | -14.5% |
| 3M | -3.2% | +12.7% | -15.9% | -5.8% |
| 6M | -7.9% | +33.1% | -41.0% | -13.6% |
| YTD | +18.2% | +116.4% | -98.2% | +2.0% |
| 1Y | +6.7% | +141.2% | -134.5% | -10.3% |
| 3Y | +47.5% | -3.8% | +51.3% | +40.1% |
| 5Y | +39.5% | +92.7% | -53.2% | +10.4% |
| All | +467.2% | -15.6% | +482.8% | +282.6% |
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