+110.9%
MO vs PTEN
-15.6%
+126.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +0.1% | +3.5% | -3.3% | -0.1% |
| 30D | +7.1% | +17.5% | -10.4% | +5.7% |
| 3M | -2.0% | +12.7% | -14.7% | -3.2% |
| 6M | +7.3% | +33.1% | -25.8% | +4.2% |
| YTD | +23.5% | +116.4% | -93.0% | +15.0% |
| 1Y | +11.0% | +141.2% | -130.2% | +2.2% |
| 3Y | +95.0% | -3.8% | +98.8% | +90.7% |
| 5Y | +100.6% | +92.7% | +7.9% | +77.7% |
| All | +110.9% | -15.6% | +126.5% | +71.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling