+288.6%
AZO vs PTEN
-15.6%
+304.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.6% | +3.5% | -7.0% | -3.7% |
| 30D | -5.6% | +17.5% | -23.1% | -6.4% |
| 3M | -6.6% | +12.7% | -19.4% | -7.5% |
| 6M | -22.5% | +33.1% | -55.6% | -24.1% |
| YTD | -15.2% | +116.4% | -131.6% | -19.3% |
| 1Y | -33.9% | +141.2% | -175.1% | -37.8% |
| 3Y | +11.8% | -3.8% | +15.6% | +10.2% |
| 5Y | +85.5% | +92.7% | -7.2% | +70.1% |
| All | +288.6% | -15.6% | +304.2% | +249.7% |
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