+3.2%
MDLZ vs PTEN
+135.1%
-131.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.9% | +1.3% |
| 7D | 0.0% | -1.7% | +1.6% | -0.1% |
| 30D | +1.4% | +18.6% | -17.1% | +1.9% |
| 3M | 0.0% | +12.5% | -12.4% | +0.7% |
| 6M | +9.1% | +41.9% | -32.7% | +9.5% |
| YTD | +17.9% | +117.8% | -99.8% | +16.3% |
| 1Y | +3.2% | +145.3% | -142.1% | +1.1% |
| All | +3.2% | +135.1% | -131.8% | +1.1% |
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