+123.2%
MPC vs PTEN
+131.4%
-8.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +20.7% |
| 3M | +49.9% | +7.2% | +42.6% | +45.3% |
| 6M | +80.9% | +43.5% | +37.4% | +55.7% |
| YTD | +147.4% | +113.2% | +34.2% | +84.0% |
| 1Y | +123.2% | +135.1% | -11.9% | +62.5% |
| All | +123.2% | +131.4% | -8.2% | +62.5% |
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