-14.5%
Z vs PTEN
-43.5%
+29.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +3.9% |
| 7D | -5.2% | -16.4% | +11.3% | -2.8% |
| 30D | +5.7% | -12.8% | +18.5% | +7.2% |
| 3M | -8.7% | +0.7% | -9.4% | -9.9% |
| 6M | -26.0% | -12.2% | -13.8% | -26.0% |
| YTD | -55.0% | +66.1% | -121.1% | -60.1% |
| 1Y | -58.0% | +69.2% | -127.2% | -62.8% |
| 3Y | -15.2% | -8.2% | -7.0% | -19.6% |
| 5Y | -53.8% | +19.2% | -73.0% | -59.6% |
| 10Y | -14.5% | -45.6% | +31.0% | -39.0% |
| All | -14.5% | -43.5% | +29.0% | -39.0% |
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