-68.9%
U vs PTEN
+89.3%
-158.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | 0.0% | +2.8% | -2.8% | -0.6% |
| 30D | -4.1% | +17.6% | -21.7% | -7.8% |
| 3M | +57.8% | +8.2% | +49.6% | +53.1% |
| 6M | +103.5% | +38.1% | +65.4% | +82.5% |
| YTD | -4.8% | +117.3% | -122.0% | -25.3% |
| 1Y | -2.4% | +146.1% | -148.5% | -26.6% |
| 3Y | +11.7% | -3.0% | +14.7% | +1.7% |
| 5Y | -68.9% | +93.5% | -162.3% | -74.1% |
| All | -68.9% | +89.3% | -158.2% | -74.1% |
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