+1,181.4%
MET vs PTEN
+35.9%
+1,145.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.1% | -2.7% |
| 7D | +1.1% | -1.0% | +2.2% | +1.3% |
| 30D | -2.3% | +29.3% | -31.6% | -9.5% |
| 3M | +13.9% | +7.2% | +6.6% | +10.0% |
| 6M | +34.8% | +43.5% | -8.7% | +18.0% |
| YTD | +23.5% | +113.2% | -89.7% | -3.8% |
| 1Y | +23.4% | +135.1% | -111.7% | -7.6% |
| 3Y | +64.9% | -4.8% | +69.7% | +51.5% |
| 5Y | +82.0% | +94.6% | -12.6% | +23.2% |
| 10Y | +244.4% | -24.2% | +268.6% | +128.3% |
| All | +1,181.4% | +35.9% | +1,145.4% | +490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling