-22.7%
U vs PTEN
+272.2%
-294.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.8% | +2.4% | +4.8% |
| 7D | +2.6% | +10.6% | -8.0% | +1.0% |
| 30D | +27.6% | -4.9% | +32.5% | +27.7% |
| 3M | +15.3% | +1.4% | +13.9% | +13.8% |
| 6M | +96.4% | -7.0% | +103.4% | +94.8% |
| YTD | +19.6% | +84.8% | -65.2% | +2.2% |
| 1Y | +42.1% | +95.7% | -53.6% | +19.8% |
| 3Y | +87.5% | +2.0% | +85.6% | +72.2% |
| 5Y | -73.1% | +48.0% | -121.1% | -75.4% |
| All | -22.7% | +272.2% | -294.9% | -19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling