+3,540.6%
TRV vs PTEN
+1,970.6%
+1,569.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.1% |
| 7D | +0.2% | -1.7% | +1.9% | +0.4% |
| 30D | -2.3% | +18.6% | -20.9% | -4.5% |
| 3M | +22.7% | +12.5% | +10.2% | +20.1% |
| 6M | +21.9% | +41.9% | -19.9% | +15.3% |
| YTD | +27.5% | +117.8% | -90.3% | +13.9% |
| 1Y | +36.2% | +145.3% | -109.1% | +19.4% |
| 3Y | +140.6% | -2.8% | +143.4% | +130.3% |
| 5Y | +154.5% | +93.4% | +61.1% | +114.0% |
| 10Y | +295.4% | -16.6% | +312.0% | +219.8% |
| All | +3,540.6% | +1,970.6% | +1,569.9% | +2,215.0% |
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