+266.9%
ACGL vs PTEN
-24.5%
+291.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.4% | -2.7% |
| 7D | -2.9% | -1.0% | -1.9% | -2.8% |
| 30D | -2.8% | +29.3% | -32.1% | -6.4% |
| 3M | +6.8% | +7.2% | -0.4% | +5.0% |
| 6M | -1.5% | +43.5% | -45.1% | -7.7% |
| YTD | -0.2% | +113.2% | -113.5% | -12.0% |
| 1Y | +5.3% | +135.1% | -129.8% | -8.9% |
| 3Y | +30.3% | -4.8% | +35.1% | +24.6% |
| 5Y | +151.8% | +94.6% | +57.2% | +103.4% |
| 10Y | +266.9% | -24.2% | +291.1% | +152.9% |
| All | +266.9% | -24.5% | +291.3% | +152.9% |
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