+154.4%
TRV vs PTEN
+88.6%
+65.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -1.5% | +2.8% | -4.3% | -1.7% |
| 30D | -1.8% | +17.6% | -19.4% | -3.3% |
| 3M | +21.6% | +8.2% | +13.4% | +20.4% |
| 6M | +22.5% | +38.1% | -15.6% | +17.7% |
| YTD | +28.1% | +117.3% | -89.1% | +17.1% |
| 1Y | +37.0% | +146.1% | -109.1% | +23.0% |
| 3Y | +141.9% | -3.0% | +144.9% | +135.5% |
| All | +154.4% | +88.6% | +65.8% | +119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling