-20.7%
MDLN vs PTEN
+121.5%
-142.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -11.1% | +3.5% | -14.6% | -10.6% |
| 30D | -8.4% | +17.5% | -25.9% | -5.9% |
| 3M | -12.4% | +12.7% | -25.1% | -8.7% |
| 6M | -23.3% | +33.1% | -56.3% | -18.8% |
| YTD | -22.5% | +116.4% | -139.0% | -13.8% |
| All | -20.7% | +121.5% | -142.2% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling