+33.8%
MAS vs PTEN
-8.3%
+42.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.9% |
| 7D | -0.8% | +0.7% | -1.5% | -0.8% |
| 30D | -5.6% | +31.2% | -36.8% | -7.9% |
| 3M | +4.4% | +2.0% | +2.4% | +4.5% |
| 6M | +7.2% | +42.4% | -35.2% | +0.6% |
| YTD | +16.1% | +109.2% | -93.1% | +0.7% |
| 1Y | +0.1% | +122.3% | -122.2% | -14.8% |
| All | +33.8% | -8.3% | +42.1% | +23.1% |
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 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