+3,996.5%
TMO vs PTEN
+1,965.8%
+2,030.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -2.5% | +2.8% | -5.3% | -2.8% |
| 30D | -0.3% | +17.6% | -17.9% | -2.1% |
| 3M | +25.3% | +8.2% | +17.1% | +23.5% |
| 6M | +20.9% | +38.1% | -17.2% | +15.3% |
| YTD | +4.3% | +117.3% | -113.0% | -5.5% |
| 1Y | +27.0% | +146.1% | -119.1% | +13.3% |
| 3Y | +17.5% | -3.0% | +20.5% | +13.2% |
| 5Y | +6.9% | +93.5% | -86.5% | -7.9% |
| 10Y | +332.0% | -16.8% | +348.7% | +257.6% |
| All | +3,996.5% | +1,965.8% | +2,030.7% | +2,499.8% |
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