+2,207.9%
TRGP vs PTEN
-25.0%
+2,232.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.5% | +0.6% |
| 7D | -0.6% | -1.0% | +0.4% | -0.2% |
| 30D | +14.6% | +29.3% | -14.7% | +0.8% |
| 3M | +11.9% | +7.2% | +4.7% | +6.7% |
| 6M | +25.3% | +43.5% | -18.3% | +2.1% |
| YTD | +61.9% | +113.2% | -51.4% | +8.3% |
| 1Y | +87.3% | +135.1% | -47.8% | +17.9% |
| 3Y | +268.0% | -4.8% | +272.8% | +229.5% |
| 5Y | +638.2% | +94.6% | +543.6% | +301.0% |
| 10Y | +821.9% | -24.2% | +846.1% | +489.3% |
| All | +2,207.9% | -25.0% | +2,232.9% | +1,374.5% |
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