+5,991.5%
TER vs PTEN
+1,889.0%
+4,102.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.7% |
| 7D | +0.6% | +0.7% | -0.1% | +0.4% |
| 30D | -8.3% | +31.2% | -39.5% | -13.8% |
| 3M | -12.2% | +2.0% | -14.2% | -13.2% |
| 6M | +17.1% | +42.4% | -25.3% | +5.8% |
| YTD | +84.7% | +109.2% | -24.5% | +53.3% |
| 1Y | +199.9% | +122.3% | +77.6% | +145.1% |
| 3Y | +232.8% | -5.6% | +238.3% | +215.2% |
| 5Y | +198.6% | +86.5% | +112.1% | +128.3% |
| 10Y | +1,669.7% | -22.1% | +1,691.9% | +1,185.0% |
| All | +5,991.5% | +1,889.0% | +4,102.5% | +2,228.7% |
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