+569.6%
MA vs PTEN
-41.7%
+611.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.2% |
| 7D | -1.8% | -2.2% | +0.4% | -1.5% |
| 30D | +11.0% | -8.0% | +19.1% | +11.8% |
| 3M | +17.9% | -5.0% | +22.9% | +17.8% |
| 6M | +33.2% | -10.6% | +43.8% | +33.3% |
| YTD | +16.5% | +75.5% | -59.0% | +4.6% |
| 1Y | +19.1% | +70.2% | -51.1% | +7.3% |
| 3Y | +70.6% | -3.7% | +74.3% | +61.8% |
| 5Y | +92.1% | +34.9% | +57.2% | +64.8% |
| 10Y | +569.6% | -41.4% | +611.0% | +406.6% |
| All | +569.6% | -41.7% | +611.2% | +406.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling