+339.0%
MCK vs PTEN
+87.9%
+251.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -2.9% | +3.5% | -6.4% | -3.1% |
| 30D | +0.4% | +17.5% | -17.1% | -0.3% |
| 3M | +12.1% | +12.7% | -0.6% | +11.3% |
| 6M | -5.4% | +33.1% | -38.5% | -7.0% |
| YTD | +7.8% | +116.4% | -108.7% | +3.3% |
| 1Y | +22.9% | +141.2% | -118.2% | +16.9% |
| 3Y | +110.7% | -3.8% | +114.5% | +110.0% |
| All | +339.0% | +87.9% | +251.1% | +304.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling