+4,157.7%
TER vs PTEN
+1,656.8%
+2,500.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.8% | -8.2% | -6.0% |
| 7D | +14.4% | +10.6% | +3.8% | +11.9% |
| 30D | -30.6% | -4.9% | -25.6% | -29.8% |
| 3M | -39.2% | +1.4% | -40.6% | -39.5% |
| 6M | -31.3% | -7.0% | -24.2% | -31.0% |
| YTD | +29.1% | +84.8% | -55.7% | +9.9% |
| 1Y | +47.4% | +95.7% | -48.2% | +23.8% |
| 3Y | +191.2% | +2.0% | +189.3% | +172.3% |
| 5Y | +74.0% | +48.0% | +26.0% | +40.7% |
| 10Y | +1,005.1% | -38.3% | +1,043.4% | +747.2% |
| All | +4,157.7% | +1,656.8% | +2,500.9% | +1,568.7% |
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