+10.1%
MMM vs PTEN
+90.8%
-80.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -0.7% |
| 7D | -0.4% | +10.6% | -11.0% | +0.7% |
| 30D | +12.1% | -4.9% | +17.1% | +11.6% |
| 3M | +1.4% | +1.4% | 0.0% | +1.5% |
| 6M | +26.6% | -7.0% | +33.6% | +26.8% |
| YTD | +16.8% | +84.8% | -68.0% | +7.6% |
| 1Y | +10.1% | +95.7% | -85.6% | +0.9% |
| All | +10.1% | +90.8% | -80.7% | +0.9% |
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