+587.5%
TLN vs PTEN
+39.3%
+548.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.2% |
| 7D | +5.8% | -1.7% | +7.5% | +6.1% |
| 30D | -6.9% | +18.6% | -25.4% | -9.4% |
| 3M | -10.9% | +12.5% | -23.3% | -13.1% |
| 6M | -4.6% | +41.9% | -46.5% | -12.1% |
| YTD | -14.7% | +117.8% | -132.5% | -28.8% |
| 1Y | -17.9% | +145.3% | -163.2% | -34.0% |
| 3Y | +483.9% | -2.8% | +486.7% | +414.0% |
| All | +587.5% | +39.3% | +548.1% | +499.7% |
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 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