+668.9%
TEL vs PTEN
-30.8%
+699.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.6% |
| 7D | +1.2% | -1.7% | +2.9% | +1.5% |
| 30D | -4.1% | +18.6% | -22.7% | -8.1% |
| 3M | -2.6% | +12.5% | -15.0% | -6.6% |
| 6M | 0.0% | +41.9% | -41.8% | -10.7% |
| YTD | -9.1% | +117.8% | -126.8% | -27.3% |
| 1Y | -0.8% | +145.3% | -146.2% | -23.5% |
| 3Y | +67.4% | -2.8% | +70.2% | +54.4% |
| 5Y | +51.8% | +93.4% | -41.7% | +7.7% |
| 10Y | +299.4% | -16.6% | +316.0% | +164.6% |
| All | +668.9% | -30.8% | +699.7% | +241.3% |
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 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