+539.5%
MTSI vs PTEN
-24.5%
+564.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.2% | +1.7% |
| 7D | +4.9% | -1.0% | +5.9% | +5.1% |
| 30D | -11.6% | +29.3% | -40.9% | -16.9% |
| 3M | -24.1% | +7.2% | -31.3% | -25.9% |
| 6M | +32.4% | +43.5% | -11.1% | +19.3% |
| YTD | +60.4% | +113.2% | -52.8% | +31.3% |
| 1Y | +111.0% | +135.1% | -24.1% | +68.0% |
| 3Y | +246.1% | -4.8% | +251.0% | +225.2% |
| 5Y | +340.3% | +94.6% | +245.7% | +228.2% |
| 10Y | +539.5% | -24.2% | +563.7% | +355.9% |
| All | +539.5% | -24.5% | +564.0% | +355.9% |
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 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