+38.6%
ALB vs PTEN
-38.4%
+77.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.1% |
| 7D | -5.8% | +10.6% | -16.3% | -8.2% |
| 30D | -4.5% | -4.9% | +0.4% | -4.2% |
| 3M | -28.1% | +1.4% | -29.5% | -29.2% |
| 6M | -53.2% | -7.0% | -46.2% | -53.6% |
| YTD | -33.3% | +84.8% | -118.1% | -45.6% |
| 1Y | -17.4% | +95.7% | -113.1% | -33.9% |
| 3Y | -14.1% | +2.0% | -16.1% | -21.1% |
| 5Y | -64.0% | +48.0% | -112.0% | -71.3% |
| All | +38.6% | -38.4% | +77.0% | +3.0% |
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