+58.6%
MAS vs PTEN
-13.8%
+72.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +2.0% | -25.5% | +27.5% | +3.8% |
| 30D | +19.4% | -11.7% | +31.0% | +19.9% |
| 3M | +9.4% | -0.5% | +9.9% | +8.4% |
| 6M | +15.3% | -12.9% | +28.2% | +15.4% |
| YTD | +31.3% | +67.1% | -35.8% | +14.4% |
| 1Y | +34.9% | +70.5% | -35.7% | +16.7% |
| 3Y | +58.6% | -10.4% | +69.0% | +51.5% |
| All | +58.6% | -13.8% | +72.4% | +51.5% |
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 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