+872.1%
MSFT vs PTEN
-15.3%
+887.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.5% | +2.8% | -6.3% | -3.7% |
| 30D | -2.1% | +17.6% | -19.6% | -3.5% |
| 3M | +24.2% | +8.2% | +16.0% | +22.8% |
| 6M | +21.9% | +38.1% | -16.3% | +17.6% |
| YTD | +2.5% | +117.3% | -114.8% | -5.3% |
| 1Y | -0.8% | +146.1% | -146.9% | -9.7% |
| 3Y | +50.8% | -3.0% | +53.8% | +46.1% |
| 5Y | +73.5% | +93.5% | -19.9% | +53.4% |
| All | +872.1% | -15.3% | +887.4% | +712.7% |
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