+6,969.6%
TDY vs PTEN
+159.3%
+6,810.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -1.9% | +2.8% | -4.7% | -2.4% |
| 30D | -12.5% | +17.6% | -30.1% | -15.4% |
| 3M | -0.8% | +8.2% | -9.0% | -3.3% |
| 6M | -9.0% | +38.1% | -47.1% | -16.4% |
| YTD | +16.8% | +117.3% | -100.5% | -2.3% |
| 1Y | +9.5% | +146.1% | -136.6% | -11.4% |
| 3Y | +45.4% | -3.0% | +48.4% | +36.2% |
| 5Y | +37.8% | +93.5% | -55.6% | +3.8% |
| 10Y | +470.2% | -16.8% | +487.0% | +305.5% |
| All | +6,969.6% | +159.3% | +6,810.3% | +2,793.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling