+66.8%
MET vs PTEN
-3.4%
+70.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | -2.5% | +2.8% | -5.3% | -2.9% |
| 30D | 0.0% | +17.6% | -17.6% | -3.0% |
| 3M | +13.1% | +8.2% | +4.9% | +10.9% |
| 6M | +39.0% | +38.1% | +0.9% | +27.9% |
| YTD | +25.2% | +117.3% | -92.1% | +2.8% |
| 1Y | +25.6% | +146.1% | -120.5% | -1.2% |
| All | +66.8% | -3.4% | +70.2% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling