+1,639.0%
MKC vs PTEN
+1,957.8%
-318.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -1.5% | +3.5% | -4.9% | -1.6% |
| 30D | -3.1% | +17.5% | -20.7% | -4.0% |
| 3M | +5.2% | +12.7% | -7.5% | +4.3% |
| 6M | -12.8% | +33.1% | -45.9% | -14.5% |
| YTD | -23.3% | +116.4% | -139.7% | -26.8% |
| 1Y | -24.1% | +141.2% | -165.3% | -28.2% |
| 3Y | -32.1% | -3.8% | -28.3% | -33.3% |
| 5Y | -32.8% | +92.7% | -125.5% | -37.6% |
| 10Y | +29.9% | -17.1% | +46.9% | +17.9% |
| All | +1,639.0% | +1,957.8% | -318.9% | +1,164.0% |
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