+96.0%
MA vs PTEN
+23.8%
+72.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -0.3% | -16.4% | +16.1% | +1.4% |
| 30D | +11.3% | -12.8% | +24.1% | +12.4% |
| 3M | +16.7% | +0.7% | +16.0% | +15.6% |
| 6M | +32.8% | -12.2% | +45.0% | +33.0% |
| YTD | +15.6% | +66.1% | -50.5% | +5.6% |
| 1Y | +19.6% | +69.2% | -49.7% | +8.7% |
| 3Y | +72.1% | -8.2% | +80.3% | +65.0% |
| 5Y | +96.0% | +19.2% | +76.8% | +70.2% |
| All | +96.0% | +23.8% | +72.2% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling