+2,222.5%
MKSI vs PTEN
+516.3%
+1,706.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +2.7% | +3.5% | -0.8% | +1.9% |
| 30D | -12.8% | +17.5% | -30.3% | -16.1% |
| 3M | -22.5% | +12.7% | -35.2% | -25.4% |
| 6M | +19.4% | +33.1% | -13.7% | +8.9% |
| YTD | +67.7% | +116.4% | -48.7% | +36.0% |
| 1Y | +131.4% | +141.2% | -9.8% | +82.3% |
| 3Y | +197.3% | -3.8% | +201.1% | +183.2% |
| 5Y | +87.0% | +92.7% | -5.7% | +43.0% |
| 10Y | +522.1% | -17.1% | +539.2% | +356.1% |
| All | +2,222.5% | +516.3% | +1,706.2% | +1,505.3% |
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