+67.7%
V vs PTEN
+94.7%
-26.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.5% | -0.6% |
| 7D | -2.9% | -1.7% | -1.2% | -2.8% |
| 30D | +1.9% | +18.6% | -16.7% | 0.0% |
| 3M | +13.2% | +12.5% | +0.8% | +11.4% |
| 6M | +16.7% | +41.9% | -25.1% | +11.2% |
| YTD | +5.4% | +117.8% | -112.4% | -5.0% |
| 1Y | +7.7% | +145.3% | -137.7% | -4.9% |
| 3Y | +52.0% | -2.8% | +54.8% | +46.4% |
| 5Y | +67.7% | +93.4% | -25.7% | +38.5% |
| All | +67.7% | +94.7% | -26.9% | +38.5% |
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