+8,579.1%
TPR vs PTEN
-6.0%
+8,585.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.3% | -0.8% |
| 7D | +12.1% | -14.5% | +26.5% | +16.0% |
| 30D | +16.7% | -11.1% | +27.8% | +18.9% |
| 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% | -11.1% |
| 1Y | +29.5% | +70.5% | -41.0% | +6.8% |
| 3Y | +415.0% | -7.1% | +422.2% | +372.2% |
| 5Y | +261.5% | +29.1% | +232.3% | +177.1% |
| 10Y | +383.3% | -44.5% | +427.8% | +251.8% |
| All | +8,579.1% | -6.0% | +8,585.1% | +3,812.6% |
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