+125.4%
ARMK vs PTEN
-1.7%
+127.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.2% |
| 7D | +1.7% | -1.0% | +2.7% | +1.8% |
| 30D | +3.1% | +29.3% | -26.2% | +0.3% |
| 3M | +9.2% | +7.2% | +2.0% | +8.1% |
| 6M | +43.7% | +43.5% | +0.1% | +35.5% |
| YTD | +57.4% | +113.2% | -55.9% | +39.5% |
| 1Y | +51.9% | +135.1% | -83.2% | +31.8% |
| 3Y | +125.4% | -4.8% | +130.2% | +108.8% |
| All | +125.4% | -1.7% | +127.1% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling