-44.0%
ACN vs PTEN
+94.7%
-138.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.0% |
| 7D | -6.3% | -1.7% | -4.7% | -6.2% |
| 30D | -1.4% | +18.6% | -20.0% | -3.1% |
| 3M | +2.6% | +12.5% | -9.9% | +1.0% |
| 6M | -14.3% | +41.9% | -56.2% | -18.1% |
| YTD | -33.1% | +117.8% | -150.9% | -39.4% |
| 1Y | -28.8% | +145.3% | -174.1% | -36.6% |
| 3Y | -43.0% | -2.8% | -40.1% | -45.0% |
| 5Y | -44.0% | +93.4% | -137.4% | -49.2% |
| All | -44.0% | +94.7% | -138.7% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling