+96.6%
MNST vs PTEN
+29.1%
+67.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.7% |
| 7D | -3.9% | -14.5% | +10.6% | -3.6% |
| 30D | +3.9% | -11.1% | +15.0% | +4.0% |
| 3M | -0.8% | -7.8% | +7.0% | -0.8% |
| 6M | +5.1% | -10.5% | +15.6% | +5.1% |
| YTD | +18.3% | +69.3% | -51.0% | +15.0% |
| 1Y | +29.5% | +70.5% | -41.0% | +25.8% |
| 3Y | +64.0% | -7.1% | +71.2% | +61.5% |
| All | +96.6% | +29.1% | +67.4% | +84.5% |
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 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