+3,070.5%
MLM vs PTEN
+2,247.0%
+823.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.3% |
| 7D | -2.9% | +0.7% | -3.6% | -3.0% |
| 30D | -6.8% | +31.2% | -38.1% | -10.9% |
| 3M | -11.2% | +2.0% | -13.3% | -12.5% |
| 6M | -21.8% | +42.4% | -64.2% | -27.6% |
| YTD | -17.0% | +109.2% | -126.2% | -27.9% |
| 1Y | -16.4% | +122.3% | -138.7% | -28.5% |
| 3Y | +14.5% | -5.6% | +20.0% | +8.5% |
| 5Y | +41.7% | +86.5% | -44.7% | +14.0% |
| 10Y | +200.0% | -22.1% | +222.2% | +133.4% |
| All | +3,070.5% | +2,247.0% | +823.5% | +1,861.1% |
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