+40.2%
MSI vs PTEN
+90.8%
-50.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | +0.2% |
| 7D | +3.2% | +10.6% | -7.3% | +3.3% |
| 30D | +17.6% | -4.9% | +22.5% | +17.7% |
| 3M | +14.5% | +1.4% | +13.1% | +14.5% |
| 6M | +34.3% | -7.0% | +41.3% | +35.1% |
| YTD | +39.7% | +84.8% | -45.1% | +35.1% |
| 1Y | +40.2% | +95.7% | -55.5% | +34.8% |
| All | +40.2% | +90.8% | -50.6% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling