+383.3%
TPR vs PTEN
-44.3%
+427.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.3% | -0.8% |
| 7D | +12.1% | -14.5% | +26.5% | +15.8% |
| 30D | +16.7% | -11.1% | +27.8% | +18.7% |
| 3M | -17.4% | -7.8% | -9.6% | -17.0% |
| 6M | +2.3% | -10.5% | +12.8% | +1.9% |
| YTD | +7.1% | +69.3% | -62.1% | -11.0% |
| 1Y | +29.5% | +70.5% | -41.0% | +7.0% |
| 3Y | +415.0% | -7.1% | +422.2% | +373.1% |
| 5Y | +261.5% | +29.1% | +232.3% | +174.4% |
| 10Y | +383.3% | -44.5% | +427.8% | +189.0% |
| All | +383.3% | -44.3% | +427.6% | +189.0% |
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