+961.1%
MELI vs PTEN
-15.6%
+976.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -4.1% | +3.5% | -7.6% | -4.5% |
| 30D | +3.8% | +17.5% | -13.8% | +1.6% |
| 3M | +17.8% | +12.7% | +5.1% | +15.3% |
| 6M | +7.4% | +33.1% | -25.7% | +2.0% |
| YTD | -5.8% | +116.4% | -122.2% | -16.6% |
| 1Y | -18.9% | +141.2% | -160.0% | -29.5% |
| 3Y | +33.3% | -3.8% | +37.1% | +27.4% |
| 5Y | +2.7% | +92.7% | -90.0% | -12.9% |
| All | +961.1% | -15.6% | +976.7% | +768.5% |
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