-10.8%
MDLN vs PTEN
+114.1%
-124.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.2% |
| 7D | +3.7% | +0.7% | +3.0% | +3.9% |
| 30D | -0.2% | +31.2% | -31.4% | +4.4% |
| 3M | +6.2% | +2.0% | +4.2% | +9.7% |
| 6M | -14.7% | +42.4% | -57.1% | -10.0% |
| YTD | -12.9% | +109.2% | -122.1% | -3.5% |
| All | -10.8% | +114.1% | -124.9% | -0.8% |
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