+476.5%
V vs PTEN
-40.1%
+516.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.4% |
| 7D | -0.4% | +7.2% | -7.6% | -1.2% |
| 30D | +6.3% | -7.4% | +13.7% | +6.9% |
| 3M | +17.2% | -2.4% | +19.6% | +16.7% |
| 6M | +29.2% | -10.0% | +39.3% | +29.3% |
| YTD | +20.8% | +79.7% | -58.9% | +9.7% |
| 1Y | +25.0% | +86.5% | -61.5% | +12.8% |
| 3Y | +75.3% | -1.4% | +76.7% | +66.8% |
| 5Y | +105.8% | +43.9% | +61.9% | +78.3% |
| All | +476.5% | -40.1% | +516.6% | +347.7% |
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