+132.5%
ACM vs PTEN
-21.6%
+154.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.5% |
| 7D | -3.7% | -1.7% | -2.0% | -3.4% |
| 30D | -12.7% | +18.6% | -31.3% | -15.9% |
| 3M | -9.8% | +12.5% | -22.2% | -13.0% |
| 6M | -31.4% | +41.9% | -73.3% | -37.8% |
| YTD | -32.1% | +117.8% | -149.9% | -44.1% |
| 1Y | -47.8% | +145.3% | -193.1% | -58.4% |
| 3Y | -22.1% | -2.8% | -19.3% | -27.3% |
| 5Y | +1.8% | +93.4% | -91.6% | -25.1% |
| 10Y | +132.5% | -16.6% | +149.1% | +55.8% |
| All | +132.5% | -21.6% | +154.1% | +55.8% |
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