+542.0%
MS vs PTEN
-38.4%
+580.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.2% |
| 7D | +5.1% | +10.6% | -5.5% | +2.8% |
| 30D | +5.7% | -4.9% | +10.6% | +6.2% |
| 3M | -12.2% | +1.4% | -13.6% | -13.4% |
| 6M | -0.5% | -7.0% | +6.5% | -1.1% |
| YTD | +9.8% | +84.8% | -74.9% | -8.4% |
| 1Y | +17.7% | +95.7% | -78.0% | -3.3% |
| 3Y | +176.8% | +2.0% | +174.9% | +153.7% |
| 5Y | +123.7% | +48.0% | +75.7% | +74.1% |
| All | +542.0% | -38.4% | +580.4% | +357.6% |
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