+248.8%
XLF vs PTEN
-15.6%
+264.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -1.5% | +3.5% | -4.9% | -2.1% |
| 30D | -1.2% | +17.5% | -18.7% | -4.1% |
| 3M | +9.2% | +12.7% | -3.5% | +6.0% |
| 6M | +16.3% | +33.1% | -16.8% | +8.5% |
| YTD | +5.4% | +116.4% | -111.0% | -10.4% |
| 1Y | +7.6% | +141.2% | -133.6% | -11.0% |
| 3Y | +74.2% | -3.8% | +78.0% | +64.6% |
| 5Y | +66.1% | +92.7% | -26.6% | +28.7% |
| All | +248.8% | -15.6% | +264.5% | +142.6% |
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