+101.1%
ACM vs PTEN
-38.4%
+139.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.3% | 0.0% |
| 7D | +5.6% | +10.6% | -5.0% | +3.5% |
| 30D | +20.8% | -4.9% | +25.8% | +21.2% |
| 3M | +11.4% | +1.4% | +10.0% | +9.9% |
| 6M | +0.9% | -7.0% | +8.0% | +0.2% |
| YTD | -24.8% | +84.8% | -109.6% | -36.4% |
| 1Y | -46.4% | +95.7% | -142.1% | -55.3% |
| 3Y | -9.2% | +2.0% | -11.2% | -16.8% |
| 5Y | +5.0% | +48.0% | -43.0% | -18.1% |
| All | +101.1% | -38.4% | +139.5% | +48.6% |
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