+267.3%
MP vs PTEN
+185.6%
+81.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -2.9% | -0.3% |
| 7D | +2.3% | -2.2% | +4.4% | +2.9% |
| 30D | -15.3% | -8.0% | -7.3% | -13.8% |
| 3M | -33.5% | -5.0% | -28.5% | -33.3% |
| 6M | -45.5% | -10.6% | -34.9% | -45.0% |
| YTD | -27.3% | +75.5% | -102.8% | -41.1% |
| 1Y | -40.7% | +70.2% | -110.9% | -51.7% |
| 3Y | +145.9% | -3.7% | +149.5% | +126.0% |
| 5Y | -13.9% | +34.9% | -48.8% | -31.3% |
| All | +267.3% | +185.6% | +81.7% | +165.7% |
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