+76.3%
MMM vs PTEN
-38.4%
+114.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.3% |
| 7D | -0.4% | +10.6% | -11.0% | -1.6% |
| 30D | +12.1% | -4.9% | +17.1% | +12.3% |
| 3M | +1.4% | +1.4% | 0.0% | +0.5% |
| 6M | +26.6% | -7.0% | +33.6% | +26.0% |
| YTD | +16.8% | +84.8% | -68.0% | +5.5% |
| 1Y | +10.1% | +95.7% | -85.6% | -1.4% |
| 3Y | +158.4% | +2.0% | +156.4% | +144.5% |
| 5Y | +43.1% | +48.0% | -4.9% | +24.4% |
| All | +76.3% | -38.4% | +114.8% | +45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling