+13.8%
KMB vs PTEN
-15.3%
+29.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -7.7% | +2.8% | -10.5% | -7.7% |
| 30D | -8.2% | +17.6% | -25.8% | -8.2% |
| 3M | -1.9% | +8.2% | -10.1% | -1.8% |
| 6M | -0.7% | +38.1% | -38.8% | -0.8% |
| YTD | +1.4% | +117.3% | -115.9% | +0.8% |
| 1Y | -19.1% | +146.1% | -165.2% | -19.8% |
| 3Y | -12.6% | -3.0% | -9.6% | -12.5% |
| 5Y | -12.7% | +93.5% | -106.1% | -14.1% |
| All | +13.8% | -15.3% | +29.1% | +6.6% |
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