+80.2%
ALB vs PTEN
-15.3%
+95.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -7.6% | +2.8% | -10.4% | -8.3% |
| 30D | -5.6% | +17.6% | -23.2% | -9.6% |
| 3M | -16.8% | +8.2% | -25.0% | -19.4% |
| 6M | -26.3% | +38.1% | -64.4% | -33.8% |
| YTD | -13.2% | +117.3% | -130.5% | -31.3% |
| 1Y | +68.8% | +146.1% | -77.3% | +28.3% |
| 3Y | -30.7% | -3.0% | -27.6% | -35.2% |
| 5Y | -46.3% | +93.5% | -139.7% | -59.7% |
| All | +80.2% | -15.3% | +95.5% | +21.9% |
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