+1,142.4%
KMB vs PTEN
+1,568.7%
-426.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -1.9% |
| 7D | +0.1% | -2.2% | +2.2% | +0.1% |
| 30D | +10.2% | -8.0% | +18.2% | +10.4% |
| 3M | +1.5% | -5.0% | +6.5% | +1.4% |
| 6M | +16.6% | -10.6% | +27.3% | +16.6% |
| YTD | +12.1% | +75.5% | -63.4% | +8.2% |
| 1Y | +11.1% | +70.2% | -59.1% | +7.4% |
| 3Y | +1.9% | -3.7% | +5.6% | 0.0% |
| 5Y | -1.3% | +34.9% | -36.2% | -6.7% |
| 10Y | +37.8% | -41.4% | +79.2% | +27.4% |
| All | +1,142.4% | +1,568.7% | -426.3% | +799.5% |
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