+505.0%
TRI vs PTEN
+37.5%
+467.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -14.4% | +2.8% | -17.1% | -14.7% |
| 30D | -8.1% | +17.6% | -25.7% | -10.1% |
| 3M | +17.5% | +8.2% | +9.4% | +15.6% |
| 6M | -5.0% | +38.1% | -43.1% | -9.6% |
| YTD | -24.7% | +117.3% | -142.0% | -32.5% |
| 1Y | -41.5% | +146.1% | -187.6% | -48.6% |
| 3Y | -20.3% | -3.0% | -17.3% | -23.6% |
| 5Y | -10.9% | +93.5% | -104.4% | -26.4% |
| 10Y | +190.6% | -16.8% | +207.3% | +128.3% |
| All | +505.0% | +37.5% | +467.6% | +205.9% |
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