+145.7%
TRU vs PTEN
-15.6%
+161.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -2.7% | +3.5% | -6.2% | -3.2% |
| 30D | -2.0% | +17.5% | -19.6% | -4.4% |
| 3M | +18.4% | +12.7% | +5.7% | +15.4% |
| 6M | +8.9% | +33.1% | -24.2% | +2.5% |
| YTD | -8.9% | +116.4% | -125.4% | -20.8% |
| 1Y | -15.9% | +141.2% | -157.0% | -28.4% |
| 3Y | -1.1% | -3.8% | +2.7% | -6.2% |
| 5Y | -35.2% | +92.7% | -127.9% | -46.5% |
| All | +145.7% | -15.6% | +161.3% | +80.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling