+38.1%
MNST vs PTEN
+135.2%
-97.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.7% |
| 7D | -6.5% | +0.7% | -7.2% | -6.4% |
| 30D | -7.2% | +31.2% | -38.4% | -4.7% |
| 3M | -1.0% | +2.0% | -3.0% | -0.3% |
| 6M | +11.5% | +42.4% | -30.9% | +15.5% |
| YTD | +14.3% | +109.2% | -94.9% | +20.9% |
| 1Y | +38.1% | +122.3% | -84.2% | +49.5% |
| All | +38.1% | +135.2% | -97.1% | +49.5% |
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