-22.3%
MOH vs PTEN
+87.9%
-110.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.0% |
| 7D | +1.7% | +3.5% | -1.8% | +1.6% |
| 30D | -0.9% | +17.5% | -18.4% | -1.6% |
| 3M | +5.7% | +12.7% | -7.0% | +5.0% |
| 6M | +39.1% | +33.1% | +6.0% | +37.0% |
| YTD | +17.7% | +116.4% | -98.8% | +13.2% |
| 1Y | +8.4% | +141.2% | -132.8% | +3.3% |
| 3Y | -36.6% | -3.8% | -32.8% | -36.6% |
| All | -22.3% | +87.9% | -110.2% | -27.9% |
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