+152.3%
ACN vs PTEN
-38.4%
+190.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.1% |
| 7D | -3.8% | +10.6% | -14.4% | -4.9% |
| 30D | +16.5% | -4.9% | +21.5% | +16.8% |
| 3M | +41.5% | +1.4% | +40.0% | +40.5% |
| 6M | +60.1% | -7.0% | +67.1% | +59.7% |
| YTD | -3.9% | +84.8% | -88.7% | -12.0% |
| 1Y | +4.1% | +95.7% | -91.6% | -5.3% |
| 3Y | -15.9% | +2.0% | -17.8% | -19.7% |
| 5Y | -26.3% | +48.0% | -74.3% | -34.7% |
| All | +152.3% | -38.4% | +190.8% | +102.4% |
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