+634.6%
XYZ vs PTEN
-44.3%
+678.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.9% | -5.3% | -3.7% |
| 7D | +12.6% | -14.5% | +27.1% | +15.7% |
| 30D | +10.8% | -11.1% | +21.9% | +12.4% |
| 3M | +8.4% | -7.8% | +16.2% | +8.7% |
| 6M | +14.3% | -10.5% | +24.8% | +13.6% |
| YTD | +31.5% | +69.3% | -37.8% | +11.7% |
| 1Y | +28.1% | +70.5% | -42.4% | +8.3% |
| 3Y | +66.2% | -7.1% | +73.3% | +55.0% |
| 5Y | -62.3% | +29.1% | -91.5% | -67.7% |
| 10Y | +634.6% | -44.5% | +679.1% | +462.0% |
| All | +634.6% | -44.3% | +678.9% | +462.0% |
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 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