-8.6%
KMB vs PTEN
-1.7%
-6.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.9% | -1.8% |
| 7D | -2.7% | -1.0% | -1.7% | -2.8% |
| 30D | -5.0% | +29.3% | -34.3% | -3.4% |
| 3M | +6.6% | +7.2% | -0.7% | +7.7% |
| 6M | +1.0% | +43.5% | -42.6% | +3.1% |
| YTD | +6.0% | +113.2% | -107.3% | +9.1% |
| 1Y | -16.6% | +135.1% | -151.7% | -14.0% |
| 3Y | -8.6% | -4.8% | -3.8% | -8.6% |
| All | -8.6% | -1.7% | -6.9% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling