-2.6%
MSI vs PTEN
+144.8%
-147.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.8% | +2.8% | -4.6% | -1.8% |
| 30D | -0.6% | +17.6% | -18.2% | -0.7% |
| 3M | +13.0% | +8.2% | +4.9% | +13.4% |
| 6M | +0.5% | +38.1% | -37.6% | +0.2% |
| YTD | +21.7% | +117.3% | -95.6% | +19.7% |
| 1Y | -2.6% | +146.1% | -148.7% | -4.9% |
| All | -2.6% | +144.8% | -147.4% | -4.9% |
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