+4,434.6%
TER vs PTEN
+1,568.7%
+2,865.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +7.5% |
| 7D | +5.9% | -2.2% | +8.1% | +6.6% |
| 30D | -30.8% | -8.0% | -22.7% | -29.5% |
| 3M | -29.9% | -5.0% | -24.9% | -29.3% |
| 6M | -27.5% | -10.6% | -16.8% | -26.5% |
| YTD | +37.5% | +75.5% | -38.0% | +18.4% |
| 1Y | +50.3% | +70.2% | -19.9% | +30.1% |
| 3Y | +204.9% | -3.7% | +208.6% | +188.8% |
| 5Y | +89.2% | +34.9% | +54.2% | +56.1% |
| 10Y | +1,077.0% | -41.4% | +1,118.4% | +813.0% |
| All | +4,434.6% | +1,568.7% | +2,865.9% | +1,698.2% |
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 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