-7.7%
MDB vs PTEN
+79.8%
-87.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.4% | +7.3% | -2.0% |
| 7D | -16.5% | -15.5% | -1.1% | -16.3% |
| 30D | -8.6% | -7.8% | -0.8% | -8.2% |
| 3M | -13.6% | +6.4% | -20.0% | -13.4% |
| 6M | +24.1% | -11.9% | +35.9% | +25.5% |
| YTD | -21.8% | +79.4% | -101.1% | -18.7% |
| 1Y | -7.7% | +84.9% | -92.6% | -6.1% |
| All | -7.7% | +79.8% | -87.5% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling