+7,716.4%
TPR vs PTEN
+16.2%
+7,700.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | -2.3% | +0.7% | -3.0% | -2.5% |
| 30D | -23.0% | +31.2% | -54.2% | -28.3% |
| 3M | -12.5% | +2.0% | -14.5% | -14.3% |
| 6M | -21.4% | +42.4% | -63.8% | -30.6% |
| YTD | -3.5% | +109.2% | -112.7% | -23.1% |
| 1Y | +17.4% | +122.3% | -105.0% | -8.9% |
| 3Y | +291.3% | -5.6% | +296.8% | +260.7% |
| 5Y | +241.9% | +86.5% | +155.4% | +139.7% |
| 10Y | +322.7% | -22.1% | +344.8% | +184.7% |
| All | +7,716.4% | +16.2% | +7,700.3% | +3,285.0% |
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 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