+78.2%
MNST vs PTEN
+88.2%
-9.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.5% | -1.6% |
| 7D | -4.1% | -1.0% | -3.1% | -4.1% |
| 30D | -4.5% | +29.3% | -33.8% | -5.1% |
| 3M | -2.5% | +7.2% | -9.7% | -2.6% |
| 6M | +14.1% | +43.5% | -29.4% | +12.5% |
| YTD | +12.6% | +113.2% | -100.7% | +9.0% |
| 1Y | +36.9% | +135.1% | -98.1% | +31.8% |
| 3Y | +53.1% | -4.8% | +57.9% | +51.4% |
| 5Y | +78.2% | +94.6% | -16.4% | +65.6% |
| All | +78.2% | +88.2% | -9.9% | +65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling