+172.7%
MDY vs PTEN
-15.6%
+188.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.9% | +3.5% | -5.3% | -2.5% |
| 30D | -4.6% | +17.5% | -22.2% | -7.5% |
| 3M | -1.2% | +12.7% | -14.0% | -4.1% |
| 6M | +9.2% | +33.1% | -23.9% | +1.8% |
| YTD | +13.1% | +116.4% | -103.4% | -4.0% |
| 1Y | +13.0% | +141.2% | -128.2% | -6.5% |
| 3Y | +49.2% | -3.8% | +53.0% | +41.0% |
| 5Y | +47.2% | +92.7% | -45.5% | +16.1% |
| All | +172.7% | -15.6% | +188.3% | +92.0% |
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