+157.0%
MKSI vs PTEN
+135.2%
+21.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.4% |
| 7D | +1.8% | +0.7% | +1.1% | +1.7% |
| 30D | -16.8% | +31.2% | -48.0% | -18.7% |
| 3M | -21.1% | +2.0% | -23.1% | -21.3% |
| 6M | +10.8% | +42.4% | -31.6% | +0.9% |
| YTD | +63.3% | +109.2% | -45.9% | +28.6% |
| 1Y | +157.0% | +122.3% | +34.7% | +93.4% |
| All | +157.0% | +135.2% | +21.8% | +93.4% |
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