+427.0%
MCK vs PTEN
-15.6%
+442.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -2.9% | +3.5% | -6.4% | -3.2% |
| 30D | +0.4% | +17.5% | -17.1% | -1.1% |
| 3M | +12.1% | +12.7% | -0.6% | +10.4% |
| 6M | -5.4% | +33.1% | -38.5% | -8.7% |
| YTD | +7.8% | +116.4% | -108.7% | -0.7% |
| 1Y | +22.9% | +141.2% | -118.2% | +11.7% |
| 3Y | +110.7% | -3.8% | +114.5% | +105.0% |
| 5Y | +346.2% | +92.7% | +253.5% | +284.6% |
| All | +427.0% | -15.6% | +442.7% | +320.7% |
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