+131.6%
ARMK vs PTEN
-41.7%
+173.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.5% |
| 7D | +2.8% | -2.2% | +4.9% | +3.2% |
| 30D | -1.8% | -8.0% | +6.3% | -0.5% |
| 3M | -10.9% | -5.0% | -5.8% | -10.6% |
| 6M | +21.2% | -10.6% | +31.9% | +21.7% |
| YTD | +47.0% | +75.5% | -28.5% | +25.8% |
| 1Y | +42.9% | +70.2% | -27.3% | +22.8% |
| 3Y | +95.0% | -3.7% | +98.7% | +80.8% |
| 5Y | +106.2% | +34.9% | +71.3% | +63.5% |
| 10Y | +131.6% | -41.4% | +173.1% | +45.7% |
| All | +131.6% | -41.7% | +173.3% | +45.7% |
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