+302.2%
ARMK vs PTEN
-30.4%
+332.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.7% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | 0.0% | +31.2% | -31.2% | -5.2% |
| 3M | +6.7% | +2.0% | +4.6% | +5.2% |
| 6M | +38.8% | +42.4% | -3.6% | +27.2% |
| YTD | +55.2% | +109.2% | -54.0% | +31.7% |
| 1Y | +46.6% | +122.3% | -75.7% | +22.1% |
| 3Y | +112.9% | -5.6% | +118.5% | +100.8% |
| 5Y | +144.0% | +86.5% | +57.5% | +88.7% |
| 10Y | +132.4% | -22.1% | +154.5% | +52.6% |
| All | +302.2% | -30.4% | +332.6% | +155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling