+209.8%
MGY vs PTEN
-21.0%
+230.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.8% | +2.8% | -1.0% | +0.5% |
| 30D | +6.5% | +17.6% | -11.1% | -1.9% |
| 3M | +0.3% | +8.2% | -7.9% | -4.8% |
| 6M | -2.4% | +38.1% | -40.5% | -18.6% |
| YTD | +29.0% | +117.3% | -88.3% | -14.5% |
| 1Y | +17.0% | +146.1% | -129.1% | -27.9% |
| 3Y | +26.2% | -3.0% | +29.2% | +16.2% |
| 5Y | +92.3% | +93.5% | -1.1% | +18.4% |
| All | +209.8% | -21.0% | +230.8% | +69.0% |
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