-86.0%
TMF vs PTEN
-21.6%
-64.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.4% |
| 7D | -0.9% | -1.7% | +0.8% | -1.1% |
| 30D | -1.0% | +18.6% | -19.6% | +1.5% |
| 3M | -11.3% | +12.5% | -23.7% | -9.2% |
| 6M | -22.7% | +41.9% | -64.6% | -18.0% |
| YTD | -17.3% | +117.8% | -135.1% | -7.1% |
| 1Y | -22.5% | +145.3% | -167.8% | -11.1% |
| 3Y | -43.2% | -2.8% | -40.4% | -41.3% |
| 5Y | -88.3% | +93.4% | -181.7% | -85.5% |
| 10Y | -86.0% | -16.6% | -69.5% | -81.3% |
| All | -86.0% | -21.6% | -64.5% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling