+45.9%
TEM vs PTEN
+41.9%
+4.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -9.2% | +2.8% | -11.9% | -10.2% |
| 30D | +5.5% | +17.6% | -12.1% | -1.8% |
| 3M | +18.7% | +8.2% | +10.5% | +12.8% |
| 6M | +15.4% | +38.1% | -22.7% | -7.4% |
| YTD | -0.5% | +117.3% | -117.8% | -40.2% |
| 1Y | -24.8% | +146.1% | -170.9% | -59.3% |
| All | +45.9% | +41.9% | +4.1% | +2.4% |
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 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