+10,941.6%
TXN vs PTEN
+1,965.8%
+8,975.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | +2.0% | +2.8% | -0.8% | +1.5% |
| 30D | -8.0% | +17.6% | -25.5% | -10.3% |
| 3M | -7.8% | +8.2% | -15.9% | -9.5% |
| 6M | +32.4% | +38.1% | -5.7% | +24.2% |
| YTD | +51.7% | +117.3% | -65.6% | +32.3% |
| 1Y | +44.3% | +146.1% | -101.8% | +22.8% |
| 3Y | +71.3% | -3.0% | +74.3% | +63.6% |
| 5Y | +56.4% | +93.5% | -37.0% | +28.1% |
| 10Y | +410.2% | -16.8% | +427.0% | +300.1% |
| All | +10,941.6% | +1,965.8% | +8,975.7% | +5,624.3% |
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