+31.9%
DIS vs PTEN
-38.4%
+70.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | +0.2% |
| 7D | +1.9% | +10.6% | -8.7% | +0.4% |
| 30D | +9.2% | -4.9% | +14.1% | +9.4% |
| 3M | +13.5% | +1.4% | +12.1% | +12.3% |
| 6M | +14.3% | -7.0% | +21.3% | +13.6% |
| YTD | +5.4% | +84.8% | -79.4% | -7.1% |
| 1Y | +12.2% | +95.7% | -83.5% | -2.2% |
| 3Y | +37.2% | +2.0% | +35.2% | +28.3% |
| 5Y | -23.1% | +48.0% | -71.1% | -35.2% |
| All | +31.9% | -38.4% | +70.3% | -2.4% |
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