+302.0%
TRV vs PTEN
-15.6%
+317.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | +1.9% | +3.5% | -1.5% | +1.5% |
| 30D | +1.7% | +17.5% | -15.8% | -0.4% |
| 3M | +23.9% | +12.7% | +11.2% | +21.3% |
| 6M | +26.3% | +33.1% | -6.8% | +20.3% |
| YTD | +30.8% | +116.4% | -85.6% | +16.6% |
| 1Y | +36.3% | +141.2% | -104.8% | +19.2% |
| 3Y | +145.0% | -3.8% | +148.8% | +135.3% |
| 5Y | +163.9% | +92.7% | +71.2% | +118.9% |
| All | +302.0% | -15.6% | +317.6% | +185.9% |
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 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