+277.2%
TER vs PTEN
-1.7%
+278.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.7% |
| 7D | +11.0% | -1.0% | +12.0% | +11.2% |
| 30D | -1.9% | +29.3% | -31.2% | -8.1% |
| 3M | -0.7% | +7.2% | -7.9% | -3.3% |
| 6M | +36.4% | +43.5% | -7.2% | +18.8% |
| YTD | +92.4% | +113.2% | -20.8% | +47.5% |
| 1Y | +213.5% | +135.1% | +78.5% | +132.4% |
| 3Y | +277.2% | -4.8% | +282.1% | +201.2% |
| All | +277.2% | -1.7% | +278.9% | +201.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling