+54.7%
MNST vs PTEN
-2.0%
+56.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -6.5% | +0.7% | -7.2% | -6.5% |
| 30D | -7.2% | +31.2% | -38.4% | -7.3% |
| 3M | -1.0% | +2.0% | -3.0% | -0.8% |
| 6M | +11.5% | +42.4% | -30.9% | +10.6% |
| YTD | +14.3% | +109.2% | -94.9% | +11.7% |
| 1Y | +38.1% | +122.3% | -84.2% | +34.4% |
| All | +54.7% | -2.0% | +56.7% | +48.1% |
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