+1,285.4%
MET vs PTEN
+17.8%
+1,267.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | 0.0% |
| 7D | +4.5% | +10.6% | -6.1% | +1.6% |
| 30D | +3.5% | -4.9% | +8.5% | +4.1% |
| 3M | +5.9% | +1.4% | +4.5% | +4.0% |
| 6M | +33.1% | -7.0% | +40.1% | +31.9% |
| YTD | +33.6% | +84.8% | -51.2% | +7.0% |
| 1Y | +32.7% | +95.7% | -63.0% | +4.4% |
| 3Y | +85.0% | +2.0% | +83.1% | +65.4% |
| 5Y | +85.6% | +48.0% | +37.6% | +35.3% |
| 10Y | +198.8% | -38.3% | +237.2% | +109.3% |
| All | +1,285.4% | +17.8% | +1,267.7% | +557.3% |
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