+33.8%
VWO vs PTEN
+87.9%
-54.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -1.8% | +3.5% | -5.2% | -2.1% |
| 30D | -0.1% | +17.5% | -17.6% | -1.6% |
| 3M | +2.2% | +12.7% | -10.5% | +0.8% |
| 6M | +8.8% | +33.1% | -24.3% | +4.8% |
| YTD | +12.4% | +116.4% | -104.0% | +2.6% |
| 1Y | +15.6% | +141.2% | -125.6% | +3.9% |
| 3Y | +62.5% | -3.8% | +66.3% | +56.9% |
| All | +33.8% | +87.9% | -54.0% | +17.5% |
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