+1,123.3%
KMB vs PTEN
+1,608.7%
-485.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.6% |
| 7D | -3.0% | +7.2% | -10.2% | -3.2% |
| 30D | +9.1% | -7.4% | +16.4% | +9.2% |
| 3M | -0.4% | -2.4% | +2.0% | -0.6% |
| 6M | +13.0% | -10.0% | +23.0% | +12.9% |
| YTD | +10.3% | +79.7% | -69.4% | +6.5% |
| 1Y | +8.2% | +86.5% | -78.3% | +4.2% |
| 3Y | +0.4% | -1.4% | +1.8% | -1.6% |
| 5Y | -2.7% | +43.9% | -46.6% | -8.4% |
| 10Y | +35.7% | -40.0% | +75.7% | +25.4% |
| All | +1,123.3% | +1,608.7% | -485.4% | +784.8% |
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 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