+794.2%
MS vs PTEN
-24.5%
+818.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.1% |
| 7D | +2.5% | -1.0% | +3.5% | +2.6% |
| 30D | 0.0% | +29.3% | -29.3% | -6.0% |
| 3M | +2.4% | +7.2% | -4.8% | -0.3% |
| 6M | +36.4% | +43.5% | -7.1% | +22.4% |
| YTD | +23.8% | +113.2% | -89.4% | +0.9% |
| 1Y | +48.6% | +135.1% | -86.4% | +17.3% |
| 3Y | +179.1% | -4.8% | +184.0% | +161.4% |
| 5Y | +144.8% | +94.6% | +50.2% | +79.1% |
| 10Y | +794.2% | -24.2% | +818.4% | +509.4% |
| All | +794.2% | -24.5% | +818.6% | +509.4% |
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