+1,863.7%
MMM vs PTEN
+1,889.0%
-25.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.3% |
| 7D | -3.3% | +0.7% | -4.0% | -3.4% |
| 30D | -7.0% | +31.2% | -38.2% | -10.1% |
| 3M | +10.8% | +2.0% | +8.8% | +9.8% |
| 6M | +5.8% | +42.4% | -36.6% | +0.2% |
| YTD | +6.8% | +109.2% | -102.4% | -3.5% |
| 1Y | +10.4% | +122.3% | -111.9% | -1.3% |
| 3Y | +104.7% | -5.6% | +110.3% | +97.7% |
| 5Y | +23.6% | +86.5% | -62.9% | +6.2% |
| 10Y | +54.1% | -22.1% | +76.2% | +28.6% |
| All | +1,863.7% | +1,889.0% | -25.2% | +1,170.2% |
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