+13,824.1%
MA vs PTEN
-35.7%
+13,859.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -2.7% | +0.7% | -3.4% | -2.9% |
| 30D | +1.5% | +31.2% | -29.7% | -4.2% |
| 3M | +20.4% | +2.0% | +18.4% | +18.5% |
| 6M | +11.1% | +42.4% | -31.3% | +1.3% |
| YTD | +2.0% | +109.2% | -107.2% | -14.5% |
| 1Y | -2.2% | +122.3% | -124.5% | -19.7% |
| 3Y | +41.9% | -5.6% | +47.5% | +32.8% |
| 5Y | +75.4% | +86.5% | -11.1% | +31.1% |
| 10Y | +527.5% | -22.1% | +549.7% | +339.8% |
| All | +13,824.1% | -35.7% | +13,859.8% | +6,935.1% |
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