+1,025.2%
MKTX vs PTEN
-2.8%
+1,028.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -0.2% | +2.8% | -2.9% | -0.6% |
| 30D | +0.8% | +17.6% | -16.7% | -1.8% |
| 3M | +41.1% | +8.2% | +33.0% | +38.6% |
| 6M | -9.5% | +38.1% | -47.7% | -15.0% |
| YTD | -8.7% | +117.3% | -126.0% | -20.2% |
| 1Y | -10.0% | +146.1% | -156.1% | -23.3% |
| 3Y | -24.6% | -3.0% | -21.6% | -28.5% |
| 5Y | -60.3% | +93.5% | -153.8% | -68.7% |
| 10Y | +5.0% | -16.8% | +21.8% | -23.8% |
| All | +1,025.2% | -2.8% | +1,028.0% | +443.3% |
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