+37.5%
MAS vs PTEN
+77.0%
-39.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | 0.0% |
| 7D | +1.2% | +7.2% | -6.1% | +2.7% |
| 30D | +21.6% | -7.4% | +29.0% | +20.2% |
| 3M | +14.1% | -2.4% | +16.5% | +14.4% |
| 6M | +22.6% | -10.0% | +32.6% | +23.9% |
| YTD | +35.4% | +79.7% | -44.3% | +30.4% |
| 1Y | +37.5% | +86.5% | -49.0% | +31.5% |
| All | +37.5% | +77.0% | -39.5% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling