+163.8%
MPC vs PTEN
-13.8%
+177.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -16.2% | -25.5% | +9.3% | -6.4% |
| 30D | -15.7% | -11.7% | -4.1% | -11.9% |
| 3M | +24.9% | -0.5% | +25.4% | +24.1% |
| 6M | +52.7% | -12.9% | +65.5% | +58.1% |
| YTD | +131.9% | +67.1% | +64.8% | +86.5% |
| 1Y | +96.6% | +70.5% | +26.1% | +56.6% |
| 3Y | +163.8% | -10.4% | +174.2% | +152.1% |
| All | +163.8% | -13.8% | +177.5% | +152.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling