+184.2%
TECH vs PTEN
-15.1%
+199.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.3% |
| 7D | -0.1% | -1.7% | +1.6% | +0.1% |
| 30D | +0.3% | +18.6% | -18.3% | -1.3% |
| 3M | +32.9% | +12.5% | +20.5% | +31.0% |
| 6M | +32.1% | +41.9% | -9.8% | +26.9% |
| YTD | +23.4% | +117.8% | -94.4% | +13.8% |
| 1Y | +34.1% | +145.3% | -111.3% | +21.9% |
| 3Y | +2.2% | -2.8% | +5.0% | -1.6% |
| 5Y | -41.8% | +93.4% | -135.2% | -47.4% |
| All | +184.2% | -15.1% | +199.3% | +153.4% |
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