+239.1%
TPR vs PTEN
+88.2%
+150.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.9% | -5.7% | -4.0% |
| 7D | -3.4% | -1.0% | -2.4% | -3.3% |
| 30D | -27.3% | +29.3% | -56.6% | -30.3% |
| 3M | -16.2% | +7.2% | -23.5% | -17.7% |
| 6M | -17.9% | +43.5% | -61.4% | -24.6% |
| YTD | -7.1% | +113.2% | -120.4% | -21.1% |
| 1Y | +13.6% | +135.1% | -121.5% | -6.1% |
| 3Y | +293.7% | -4.8% | +298.6% | +271.6% |
| 5Y | +239.1% | +94.6% | +144.5% | +153.4% |
| All | +239.1% | +88.2% | +150.9% | +153.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling