-11.7%
MP vs PTEN
+131.4%
-143.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.4% |
| 7D | +3.0% | -1.0% | +4.0% | +3.1% |
| 30D | +8.3% | +29.3% | -21.0% | +6.2% |
| 3M | -3.8% | +7.2% | -11.1% | -5.1% |
| 6M | -4.9% | +43.5% | -48.5% | -11.1% |
| YTD | +9.6% | +113.2% | -103.6% | -2.7% |
| 1Y | -11.7% | +135.1% | -146.8% | -24.8% |
| All | -11.7% | +131.4% | -143.1% | -24.8% |
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