+309.3%
TEL vs PTEN
-15.6%
+325.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +1.6% | +3.5% | -1.9% | +1.0% |
| 30D | -0.7% | +17.5% | -18.2% | -3.5% |
| 3M | +2.4% | +12.7% | -10.3% | -0.6% |
| 6M | +4.1% | +33.1% | -29.0% | -3.2% |
| YTD | -5.8% | +116.4% | -122.3% | -20.4% |
| 1Y | +0.9% | +141.2% | -140.3% | -16.8% |
| 3Y | +72.6% | -3.8% | +76.4% | +62.6% |
| 5Y | +57.5% | +92.7% | -35.2% | +23.3% |
| All | +309.3% | -15.6% | +325.0% | +184.5% |
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