+471.4%
MTSI vs PTEN
-43.5%
+515.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +9.2% |
| 7D | +3.5% | -16.4% | +20.0% | +8.0% |
| 30D | -30.3% | -12.8% | -17.5% | -28.1% |
| 3M | -26.0% | +0.7% | -26.7% | -26.4% |
| 6M | -36.1% | -12.2% | -23.9% | -34.9% |
| YTD | +34.3% | +66.1% | -31.8% | +16.2% |
| 1Y | +35.3% | +69.2% | -34.0% | +16.3% |
| 3Y | +217.6% | -8.2% | +225.8% | +202.4% |
| 5Y | +210.1% | +19.2% | +190.9% | +159.9% |
| 10Y | +471.4% | -45.6% | +517.0% | +368.1% |
| All | +471.4% | -43.5% | +515.0% | +368.1% |
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