+183.6%
MTSI vs PTEN
+22.3%
+161.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.3% | +11.1% | +10.9% |
| 7D | -10.0% | -25.5% | +15.5% | -3.7% |
| 30D | -37.2% | -11.7% | -25.5% | -35.3% |
| 3M | -30.1% | -0.5% | -29.5% | -30.2% |
| 6M | -31.9% | -12.9% | -19.0% | -30.5% |
| YTD | +23.2% | +67.1% | -43.9% | +5.7% |
| 1Y | +26.4% | +70.5% | -44.1% | +7.6% |
| 3Y | +186.2% | -10.4% | +196.6% | +167.3% |
| All | +183.6% | +22.3% | +161.2% | +139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling