-24.4%
KVUE vs PTEN
+43.0%
-67.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.2% |
| 7D | -6.1% | +2.8% | -8.9% | -6.1% |
| 30D | -5.6% | +17.6% | -23.1% | -5.4% |
| 3M | -0.3% | +8.2% | -8.5% | +0.1% |
| 6M | +1.4% | +38.1% | -36.7% | +1.2% |
| YTD | +6.7% | +117.3% | -110.5% | +5.2% |
| 1Y | +1.0% | +146.1% | -145.1% | -0.8% |
| 3Y | -5.4% | -3.0% | -2.4% | -6.3% |
| All | -24.4% | +43.0% | -67.4% | -27.6% |
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 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