+13,634.3%
TSM vs PTEN
+18.8%
+13,615.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.0% |
| 7D | +2.7% | +0.7% | +2.0% | +2.6% |
| 30D | +3.6% | +31.2% | -27.6% | -1.5% |
| 3M | -3.4% | +2.0% | -5.4% | -4.5% |
| 6M | +20.6% | +42.4% | -21.8% | +11.1% |
| YTD | +41.9% | +109.2% | -67.3% | +21.5% |
| 1Y | +84.4% | +122.3% | -37.9% | +55.5% |
| 3Y | +380.2% | -5.6% | +385.8% | +356.4% |
| 5Y | +275.3% | +86.5% | +188.8% | +197.1% |
| 10Y | +1,751.4% | -22.1% | +1,773.5% | +1,298.9% |
| All | +13,634.3% | +18.8% | +13,615.6% | +8,296.2% |
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 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