+1,239.7%
TNA vs PTEN
+55.1%
+1,184.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.3% | -5.6% |
| 7D | -3.6% | -1.7% | -1.9% | -2.8% |
| 30D | -10.1% | +18.6% | -28.6% | -20.8% |
| 3M | +2.7% | +12.5% | -9.8% | -10.8% |
| 6M | +38.4% | +41.9% | -3.5% | -4.0% |
| YTD | +45.4% | +117.8% | -72.4% | -26.3% |
| 1Y | +55.9% | +145.3% | -89.4% | -28.5% |
| 3Y | +109.8% | -2.8% | +112.6% | +80.4% |
| 5Y | -22.5% | +93.4% | -115.9% | -65.4% |
| 10Y | +87.5% | -16.6% | +104.1% | -8.7% |
| All | +1,239.7% | +55.1% | +1,184.6% | +92.2% |
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