+215.9%
MAS vs PTEN
-43.9%
+259.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +2.0% | -25.5% | +27.5% | +5.0% |
| 30D | +19.4% | -11.7% | +31.0% | +20.5% |
| 3M | +9.4% | -0.5% | +9.9% | +8.6% |
| 6M | +15.3% | -12.9% | +28.2% | +15.4% |
| YTD | +31.3% | +67.1% | -35.8% | +19.8% |
| 1Y | +34.9% | +70.5% | -35.7% | +22.6% |
| 3Y | +58.6% | -10.4% | +69.0% | +52.2% |
| 5Y | +40.7% | +23.7% | +17.0% | +24.9% |
| All | +215.9% | -43.9% | +259.8% | +167.4% |
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