-87.7%
TMF vs PTEN
+88.2%
-175.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | +0.1% |
| 7D | +1.0% | -1.0% | +2.0% | +0.9% |
| 30D | -1.8% | +29.3% | -31.1% | +0.4% |
| 3M | -8.2% | +7.2% | -15.5% | -7.1% |
| 6M | -19.5% | +43.5% | -63.0% | -16.6% |
| YTD | -16.0% | +113.2% | -129.2% | -10.6% |
| 1Y | -22.5% | +135.1% | -157.6% | -16.8% |
| 3Y | -42.3% | -4.8% | -37.4% | -41.8% |
| 5Y | -87.7% | +94.6% | -182.3% | -84.5% |
| All | -87.7% | +88.2% | -175.9% | -84.5% |
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