-12.9%
KMB vs PTEN
+94.7%
-107.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -4.0% |
| 7D | -8.6% | -1.7% | -6.9% | -8.6% |
| 30D | -7.5% | +18.6% | -26.1% | -7.0% |
| 3M | -0.6% | +12.5% | -13.1% | 0.0% |
| 6M | -1.5% | +41.9% | -43.4% | -0.6% |
| YTD | +1.6% | +117.8% | -116.2% | +3.0% |
| 1Y | -20.8% | +145.3% | -166.1% | -19.6% |
| 3Y | -12.4% | -2.8% | -9.6% | -11.3% |
| 5Y | -12.9% | +93.4% | -106.3% | -10.8% |
| All | -12.9% | +94.7% | -107.6% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling