+81.7%
MDLZ vs PTEN
-15.6%
+97.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | +1.9% | +3.5% | -1.6% | +1.7% |
| 30D | +0.4% | +17.5% | -17.1% | -0.3% |
| 3M | -0.6% | +12.7% | -13.4% | -1.3% |
| 6M | +14.7% | +33.1% | -18.4% | +12.8% |
| YTD | +18.0% | +116.4% | -98.5% | +13.1% |
| 1Y | +4.1% | +141.2% | -137.0% | -0.9% |
| 3Y | -4.6% | -3.8% | -0.8% | -5.9% |
| 5Y | +18.4% | +92.7% | -74.3% | +9.9% |
| All | +81.7% | -15.6% | +97.3% | +56.1% |
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 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