+1,017.5%
MDB vs PTEN
-17.6%
+1,035.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.5% | +0.4% |
| 7D | -4.5% | -1.7% | -2.9% | -4.4% |
| 30D | -14.0% | +18.6% | -32.6% | -16.0% |
| 3M | +5.3% | +12.5% | -7.1% | +3.1% |
| 6M | +31.9% | +41.9% | -10.0% | +24.8% |
| YTD | -14.6% | +117.8% | -132.4% | -23.9% |
| 1Y | +8.2% | +145.3% | -137.1% | -5.4% |
| 3Y | -5.0% | -2.8% | -2.2% | -9.4% |
| 5Y | -24.5% | +93.4% | -117.9% | -33.5% |
| All | +1,017.5% | -17.6% | +1,035.1% | +822.5% |
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 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