+217.0%
MAS vs PTEN
-41.7%
+258.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.3% |
| 7D | -1.8% | -2.2% | +0.3% | -1.6% |
| 30D | +23.6% | -8.0% | +31.6% | +24.2% |
| 3M | +12.4% | -5.0% | +17.5% | +12.3% |
| 6M | +21.9% | -10.6% | +32.5% | +21.6% |
| YTD | +36.1% | +75.5% | -39.4% | +23.6% |
| 1Y | +39.5% | +70.2% | -30.7% | +27.0% |
| 3Y | +59.1% | -3.7% | +62.8% | +51.6% |
| 5Y | +44.4% | +34.9% | +9.5% | +27.0% |
| 10Y | +217.0% | -41.4% | +258.4% | +167.4% |
| All | +217.0% | -41.7% | +258.6% | +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