+208.9%
XHB vs PTEN
-15.6%
+224.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -4.6% | +3.5% | -8.1% | -5.1% |
| 30D | -9.1% | +17.5% | -26.7% | -11.4% |
| 3M | -8.6% | +12.7% | -21.3% | -10.9% |
| 6M | -4.0% | +33.1% | -37.1% | -9.9% |
| YTD | -3.9% | +116.4% | -120.4% | -17.0% |
| 1Y | -16.5% | +141.2% | -157.6% | -29.5% |
| 3Y | +22.6% | -3.8% | +26.4% | +16.3% |
| 5Y | +33.9% | +92.7% | -58.8% | +7.5% |
| All | +208.9% | -15.6% | +224.5% | +120.7% |
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