+199.8%
MPC vs PTEN
+2.7%
+197.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.7% |
| 7D | +11.2% | +10.6% | +0.7% | +7.0% |
| 30D | -14.5% | -4.9% | -9.6% | -13.2% |
| 3M | +16.7% | +1.4% | +15.2% | +15.1% |
| 6M | +67.6% | -7.0% | +74.6% | +69.3% |
| YTD | +157.9% | +84.8% | +73.2% | +99.4% |
| 1Y | +116.7% | +95.7% | +21.0% | +63.6% |
| 3Y | +199.8% | +2.0% | +197.8% | +180.1% |
| All | +199.8% | +2.7% | +197.0% | +180.1% |
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