-15.0%
MP vs PTEN
+135.2%
-150.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.5% |
| 7D | -2.9% | +0.7% | -3.6% | -2.9% |
| 30D | +13.8% | +31.2% | -17.4% | +11.5% |
| 3M | -16.7% | +2.0% | -18.7% | -17.5% |
| 6M | -11.5% | +42.4% | -53.9% | -17.4% |
| YTD | +7.9% | +109.2% | -101.3% | -4.4% |
| 1Y | -15.0% | +122.3% | -137.3% | -28.4% |
| All | -15.0% | +135.2% | -150.3% | -28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling