-19.1%
KMB vs PTEN
+144.8%
-163.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.3% |
| 7D | -7.7% | +2.8% | -10.5% | -7.2% |
| 30D | -8.2% | +17.6% | -25.8% | -5.5% |
| 3M | -1.9% | +8.2% | -10.1% | +0.6% |
| 6M | -0.7% | +38.1% | -38.8% | +4.6% |
| YTD | +1.4% | +117.3% | -115.9% | +10.8% |
| 1Y | -19.1% | +146.1% | -165.2% | -11.2% |
| All | -19.1% | +144.8% | -163.9% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling