+379.1%
V vs PTEN
-15.6%
+394.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -1.2% | +3.5% | -4.7% | -1.6% |
| 30D | +3.1% | +17.5% | -14.5% | +0.9% |
| 3M | +16.3% | +12.7% | +3.6% | +13.9% |
| 6M | +20.4% | +33.1% | -12.7% | +14.8% |
| YTD | +6.3% | +116.4% | -110.2% | -5.1% |
| 1Y | +8.7% | +141.2% | -132.5% | -4.9% |
| 3Y | +53.3% | -3.8% | +57.1% | +47.1% |
| 5Y | +71.1% | +92.7% | -21.6% | +43.2% |
| All | +379.1% | -15.6% | +394.8% | +252.4% |
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