+1,097.9%
KMB vs PTEN
+1,889.0%
-791.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.6% |
| 7D | -3.0% | +0.7% | -3.8% | -3.1% |
| 30D | -5.5% | +31.2% | -36.7% | -6.7% |
| 3M | +14.0% | +2.0% | +12.0% | +13.6% |
| 6M | +4.1% | +42.4% | -38.3% | +1.9% |
| YTD | +8.0% | +109.2% | -101.1% | +3.8% |
| 1Y | -13.7% | +122.3% | -136.0% | -17.6% |
| 3Y | -5.9% | -5.6% | -0.4% | -7.4% |
| 5Y | -8.6% | +86.5% | -95.1% | -15.0% |
| 10Y | +17.3% | -22.1% | +39.4% | +7.0% |
| All | +1,097.9% | +1,889.0% | -791.1% | +762.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling