+24.4%
TXG vs PTEN
+67.0%
-42.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.4% |
| 7D | +9.4% | -1.0% | +10.4% | +9.5% |
| 30D | +26.1% | +29.3% | -3.2% | +21.4% |
| 3M | +124.8% | +7.2% | +117.6% | +120.7% |
| 6M | +215.2% | +43.5% | +171.7% | +191.6% |
| YTD | +302.2% | +113.2% | +189.0% | +247.4% |
| 1Y | +370.9% | +135.1% | +235.9% | +299.0% |
| 3Y | +38.5% | -4.8% | +43.4% | +30.4% |
| 5Y | -64.4% | +94.6% | -159.0% | -68.9% |
| All | +24.4% | +67.0% | -42.6% | -1.8% |
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