-46.7%
TOST vs PTEN
+87.4%
-134.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.9% | -2.3% |
| 7D | -0.9% | -1.0% | +0.1% | -0.7% |
| 30D | -3.5% | +29.3% | -32.7% | -8.5% |
| 3M | +38.1% | +7.2% | +30.9% | +34.8% |
| 6M | +9.9% | +43.5% | -33.6% | -1.2% |
| YTD | -6.3% | +113.2% | -119.5% | -24.1% |
| 1Y | -18.3% | +135.1% | -153.4% | -36.0% |
| 3Y | +59.7% | -4.8% | +64.6% | +49.7% |
| All | -46.7% | +87.4% | -134.2% | -59.3% |
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