+93.5%
PTEN price history and return analytics
+63.7%
+29.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.9% |
| 7D | +2.8% | -2.0% | +4.8% | +5.4% |
| 30D | +17.6% | -1.4% | +19.0% | +19.5% |
| 3M | +8.2% | +4.7% | +3.4% | +0.6% |
| 6M | +38.1% | +11.4% | +26.8% | +14.9% |
| YTD | +117.3% | +13.1% | +104.2% | +76.2% |
| 1Y | +146.1% | +19.0% | +127.1% | +85.0% |
| 3Y | -3.0% | +73.9% | -77.0% | -56.0% |
| 5Y | +93.5% | +65.4% | +28.1% | -2.0% |
| All | +93.5% | +63.7% | +29.8% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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