+3,319.5%
V vs PTEN
-37.5%
+3,357.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.1% |
| 7D | +0.8% | -14.5% | +15.3% | +3.2% |
| 30D | +9.9% | -11.1% | +21.1% | +11.5% |
| 3M | +17.5% | -7.8% | +25.3% | +18.1% |
| 6M | +33.5% | -10.5% | +44.0% | +33.5% |
| YTD | +21.6% | +69.3% | -47.7% | +7.8% |
| 1Y | +27.6% | +70.5% | -43.0% | +12.7% |
| 3Y | +76.4% | -7.1% | +83.5% | +66.6% |
| 5Y | +103.8% | +29.1% | +74.7% | +70.1% |
| 10Y | +455.5% | -44.5% | +500.0% | +336.3% |
| All | +3,319.5% | -37.5% | +3,357.0% | +2,094.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling