+62.8%
META vs PTEN
+90.4%
-27.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +6.7% | +0.7% | +6.0% | +6.6% |
| 30D | +4.8% | +31.2% | -26.5% | +2.2% |
| 3M | -1.6% | +2.0% | -3.7% | -2.0% |
| 6M | -7.5% | +42.4% | -49.9% | -11.9% |
| YTD | -6.4% | +109.2% | -115.6% | -15.2% |
| 1Y | -17.3% | +122.3% | -139.7% | -25.9% |
| 3Y | +109.9% | -5.6% | +115.5% | +99.1% |
| All | +62.8% | +90.4% | -27.6% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling