+189.3%
TECH vs PTEN
-38.4%
+227.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.8% | -0.2% |
| 7D | +0.1% | +10.6% | -10.4% | -0.7% |
| 30D | +0.5% | -4.9% | +5.5% | +0.8% |
| 3M | +1.1% | +1.4% | -0.3% | +0.6% |
| 6M | +62.8% | -7.0% | +69.9% | +62.6% |
| YTD | +24.5% | +84.8% | -60.3% | +16.1% |
| 1Y | +20.6% | +95.7% | -75.0% | +11.9% |
| 3Y | +29.5% | +2.0% | +27.5% | +24.4% |
| 5Y | -40.9% | +48.0% | -88.9% | -45.4% |
| All | +189.3% | -38.4% | +227.8% | +168.3% |
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