+1,527.5%
META vs PTEN
+11.4%
+1,516.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.8% |
| 3M | -1.6% | +2.0% | -3.7% | -2.4% |
| 6M | -7.5% | +42.4% | -49.9% | -12.0% |
| YTD | -6.4% | +109.2% | -115.6% | -14.8% |
| 1Y | -17.3% | +122.3% | -139.7% | -25.5% |
| 3Y | +109.9% | -5.6% | +115.5% | +102.3% |
| 5Y | +65.4% | +86.5% | -21.1% | +43.6% |
| 10Y | +391.8% | -22.1% | +413.9% | +306.7% |
| All | +1,527.5% | +11.4% | +1,516.1% | +1,248.9% |
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 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