+306.7%
TPR vs PTEN
-21.6%
+328.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.8% |
| 7D | -7.3% | -1.7% | -5.6% | -7.0% |
| 30D | -30.7% | +18.6% | -49.3% | -33.7% |
| 3M | -21.6% | +12.5% | -34.1% | -24.9% |
| 6M | -21.3% | +41.9% | -63.2% | -30.2% |
| YTD | -10.2% | +117.8% | -128.0% | -28.8% |
| 1Y | +9.5% | +145.3% | -135.8% | -16.7% |
| 3Y | +280.8% | -2.8% | +283.6% | +250.4% |
| 5Y | +218.7% | +93.4% | +125.3% | +119.3% |
| 10Y | +306.7% | -16.6% | +323.2% | +121.1% |
| All | +306.7% | -21.6% | +328.2% | +121.1% |
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