+3,506.9%
MTB vs PTEN
+1,970.6%
+1,536.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.5% |
| 7D | +1.1% | -1.7% | +2.7% | +1.3% |
| 30D | -4.6% | +18.6% | -23.2% | -7.4% |
| 3M | +6.3% | +12.5% | -6.2% | +3.3% |
| 6M | +15.6% | +41.9% | -26.3% | +7.2% |
| YTD | +20.6% | +117.8% | -97.2% | +3.8% |
| 1Y | +22.5% | +145.3% | -122.8% | +2.9% |
| 3Y | +114.4% | -2.8% | +117.2% | +104.1% |
| 5Y | +101.9% | +93.4% | +8.5% | +65.0% |
| 10Y | +170.4% | -16.6% | +187.0% | +114.8% |
| All | +3,506.9% | +1,970.6% | +1,536.2% | +2,259.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling