+149.1%
ARMK vs PTEN
+88.2%
+60.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.1% |
| 7D | +1.7% | -1.0% | +2.7% | +1.8% |
| 30D | +3.1% | +29.3% | -26.2% | -0.8% |
| 3M | +9.2% | +7.2% | +2.0% | +7.5% |
| 6M | +43.7% | +43.5% | +0.1% | +33.6% |
| YTD | +57.4% | +113.2% | -55.9% | +36.5% |
| 1Y | +51.9% | +135.1% | -83.2% | +28.7% |
| 3Y | +125.4% | -4.8% | +130.2% | +115.3% |
| 5Y | +149.1% | +94.6% | +54.5% | +92.7% |
| All | +149.1% | +88.2% | +60.9% | +92.7% |
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 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