-26.5%
TMF vs PTEN
+144.8%
-171.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.5% |
| 7D | -4.8% | +2.8% | -7.6% | -4.3% |
| 30D | -4.9% | +17.6% | -22.5% | -1.7% |
| 3M | -13.4% | +8.2% | -21.6% | -11.1% |
| 6M | -23.0% | +38.1% | -61.2% | -17.6% |
| YTD | -20.2% | +117.3% | -137.5% | -10.1% |
| 1Y | -26.5% | +146.1% | -172.6% | -15.6% |
| All | -26.5% | +144.8% | -171.2% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling