+104.8%
MMM vs PTEN
-1.7%
+106.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | -1.6% | -1.0% | -0.6% | -1.5% |
| 30D | -8.0% | +29.3% | -37.3% | -11.1% |
| 3M | +9.4% | +7.2% | +2.1% | +8.0% |
| 6M | +10.2% | +43.5% | -33.3% | +2.6% |
| YTD | +6.1% | +113.2% | -107.1% | -8.8% |
| 1Y | +10.8% | +135.1% | -124.3% | -7.2% |
| 3Y | +104.8% | -4.8% | +109.6% | +84.9% |
| All | +104.8% | -1.7% | +106.5% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling