-7.0%
MDB vs PTEN
+77.0%
-84.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.4% |
| 7D | +11.6% | +7.2% | +4.3% | +11.4% |
| 30D | -8.9% | -7.4% | -1.5% | -8.6% |
| 3M | -22.4% | -2.4% | -20.0% | -22.2% |
| 6M | +10.1% | -10.0% | +20.1% | +11.3% |
| YTD | -19.0% | +79.7% | -98.8% | -14.1% |
| 1Y | -7.0% | +86.5% | -93.5% | -3.1% |
| All | -7.0% | +77.0% | -84.0% | -3.1% |
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