+261.9%
MOH vs PTEN
-15.6%
+277.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.0% |
| 7D | +1.7% | +3.5% | -1.8% | +1.4% |
| 30D | -0.9% | +17.5% | -18.4% | -2.3% |
| 3M | +5.7% | +12.7% | -7.0% | +4.3% |
| 6M | +39.1% | +33.1% | +6.0% | +35.0% |
| YTD | +17.7% | +116.4% | -98.8% | +9.3% |
| 1Y | +8.4% | +141.2% | -132.8% | -0.8% |
| 3Y | -36.6% | -3.8% | -32.8% | -38.1% |
| 5Y | -19.1% | +92.7% | -111.8% | -29.2% |
| All | +261.9% | -15.6% | +277.5% | +196.6% |
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 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