-1.6%
MDLN vs PTEN
+83.6%
-85.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -9.4% | +27.7% | +16.1% |
| 7D | +24.7% | -15.5% | +40.1% | +20.9% |
| 30D | +12.7% | -7.8% | +20.5% | +11.1% |
| 3M | -4.0% | +6.4% | -10.4% | -2.8% |
| 6M | -8.7% | -11.9% | +3.2% | -7.8% |
| YTD | -3.9% | +79.4% | -83.3% | +3.8% |
| All | -1.6% | +83.6% | -85.2% | +6.7% |
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 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