+513.2%
MA vs PTEN
-21.6%
+534.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -3.5% | -1.7% | -1.8% | -3.3% |
| 30D | +0.8% | +18.6% | -17.8% | -1.7% |
| 3M | +14.8% | +12.5% | +2.3% | +12.1% |
| 6M | +10.0% | +41.9% | -31.9% | +3.1% |
| YTD | -0.1% | +117.8% | -117.9% | -12.3% |
| 1Y | -2.2% | +145.3% | -147.5% | -16.2% |
| 3Y | +39.3% | -2.8% | +42.1% | +32.8% |
| 5Y | +66.3% | +93.4% | -27.1% | +35.8% |
| 10Y | +513.2% | -16.6% | +529.8% | +343.4% |
| All | +513.2% | -21.6% | +534.8% | +343.4% |
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