+1,134.0%
MPC vs PTEN
-24.5%
+1,158.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.3% | +1.6% |
| 7D | +3.9% | -1.0% | +4.9% | +4.2% |
| 30D | +33.8% | +29.3% | +4.5% | +21.3% |
| 3M | +49.9% | +7.2% | +42.6% | +44.3% |
| 6M | +80.9% | +43.5% | +37.4% | +55.6% |
| YTD | +147.4% | +113.2% | +34.2% | +83.7% |
| 1Y | +123.2% | +135.1% | -11.9% | +58.5% |
| 3Y | +171.7% | -4.8% | +176.6% | +153.6% |
| 5Y | +678.6% | +94.6% | +584.0% | +407.8% |
| 10Y | +1,134.0% | -24.2% | +1,158.2% | +626.9% |
| All | +1,134.0% | -24.5% | +1,158.5% | +626.9% |
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 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