+23.0%
MMM vs PTEN
+79.8%
-56.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -9.4% | +18.9% | +8.5% |
| 7D | +12.2% | -15.5% | +27.7% | +10.6% |
| 30D | +18.8% | -7.8% | +26.6% | +17.9% |
| 3M | +7.4% | +6.4% | +1.0% | +7.6% |
| 6M | +38.3% | -11.9% | +50.2% | +37.9% |
| YTD | +22.9% | +79.4% | -56.5% | +15.5% |
| 1Y | +23.0% | +84.9% | -61.9% | +15.3% |
| All | +23.0% | +79.8% | -56.8% | +15.3% |
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 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