-99.2%
MSTZ vs PTEN
+65.5%
-164.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.9% | +6.3% | +9.3% |
| 7D | -25.4% | -1.0% | -24.4% | -26.9% |
| 30D | -60.9% | +29.3% | -90.2% | -54.5% |
| 3M | -54.2% | +7.2% | -61.4% | -54.1% |
| 6M | -65.0% | +43.5% | -108.5% | -56.0% |
| YTD | -76.5% | +113.2% | -189.7% | -53.4% |
| 1Y | -23.4% | +135.1% | -158.5% | +74.1% |
| All | -99.2% | +65.5% | -164.7% | -97.7% |
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