-99.3%
MSTZ vs PTEN
+29.7%
-129.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.6% |
| 7D | -1.2% | -25.5% | +24.3% | -14.4% |
| 30D | +22.2% | -11.7% | +33.8% | +15.2% |
| 3M | -70.4% | -0.5% | -69.9% | -70.2% |
| 6M | -31.0% | -12.9% | -18.1% | -37.4% |
| YTD | -81.0% | +67.1% | -148.1% | -67.1% |
| 1Y | -61.2% | +70.5% | -131.7% | -30.3% |
| All | -99.3% | +29.7% | -129.1% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling