+40.1%
MA vs PTEN
-1.7%
+41.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.6% |
| 7D | -1.8% | -1.0% | -0.7% | -1.7% |
| 30D | +1.4% | +29.3% | -27.9% | -0.7% |
| 3M | +17.7% | +7.2% | +10.5% | +17.0% |
| 6M | +9.7% | +43.5% | -33.9% | +5.2% |
| YTD | +0.5% | +113.2% | -112.7% | -8.2% |
| 1Y | -2.1% | +135.1% | -137.1% | -12.2% |
| 3Y | +40.1% | -4.8% | +44.9% | +33.0% |
| All | +40.1% | -1.7% | +41.8% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling