-49.3%
TE vs PTEN
+87.9%
-137.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.8% |
| 7D | +0.2% | +3.5% | -3.2% | -1.0% |
| 30D | -5.9% | +17.5% | -23.5% | -11.7% |
| 3M | -45.6% | +12.7% | -58.3% | -49.0% |
| 6M | -43.4% | +33.1% | -76.5% | -51.7% |
| YTD | -31.0% | +116.4% | -147.4% | -52.0% |
| 1Y | +145.2% | +141.2% | +4.0% | +59.9% |
| 3Y | -24.1% | -3.8% | -20.3% | -34.2% |
| All | -49.3% | +87.9% | -137.2% | -64.1% |
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 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