-17.8%
TSN vs PTEN
+89.3%
-107.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +1.4% | +2.8% | -1.4% | +1.2% |
| 30D | -6.2% | +17.6% | -23.7% | -7.1% |
| 3M | -5.7% | +8.2% | -13.8% | -6.3% |
| 6M | -11.4% | +38.1% | -49.5% | -13.9% |
| YTD | -8.2% | +117.3% | -125.5% | -14.2% |
| 1Y | -2.0% | +146.1% | -148.1% | -9.6% |
| 3Y | +11.9% | -3.0% | +14.9% | +9.5% |
| 5Y | -17.8% | +93.5% | -111.2% | -26.5% |
| All | -17.8% | +89.3% | -107.1% | -26.5% |
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