-18.3%
MKC vs PTEN
+79.8%
-98.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -9.4% | +14.8% | +4.4% |
| 7D | +9.6% | -15.5% | +25.1% | +7.9% |
| 30D | +12.0% | -7.8% | +19.8% | +11.1% |
| 3M | -2.0% | +6.4% | -8.4% | -1.6% |
| 6M | +7.2% | -11.9% | +19.1% | +7.3% |
| YTD | -23.7% | +79.4% | -103.1% | -19.9% |
| 1Y | -18.3% | +84.9% | -103.2% | -13.7% |
| All | -18.3% | +79.8% | -98.1% | -13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling