+170.1%
MTB vs PTEN
-15.6%
+185.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | 0.0% | +3.5% | -3.5% | -0.8% |
| 30D | -4.8% | +17.5% | -22.3% | -8.7% |
| 3M | +6.0% | +12.7% | -6.8% | +1.6% |
| 6M | +19.6% | +33.1% | -13.5% | +8.5% |
| YTD | +21.5% | +116.4% | -95.0% | -3.1% |
| 1Y | +24.7% | +141.2% | -116.5% | -4.2% |
| 3Y | +108.6% | -3.8% | +112.4% | +93.6% |
| 5Y | +106.7% | +92.7% | +14.0% | +47.3% |
| All | +170.1% | -15.6% | +185.7% | +66.3% |
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