+61.7%
MAS vs PTEN
-13.5%
+75.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.6% | +3.1% | -3.0% |
| 7D | +4.6% | -21.6% | +26.1% | +6.0% |
| 30D | +19.9% | -12.8% | +32.7% | +20.5% |
| 3M | +8.9% | +5.1% | +3.8% | +7.3% |
| 6M | +20.2% | -18.5% | +38.6% | +21.4% |
| YTD | +33.9% | +67.6% | -33.7% | +16.7% |
| 1Y | +34.7% | +71.1% | -36.4% | +16.5% |
| All | +61.7% | -13.5% | +75.2% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling