+8,738.7%
MTZ vs PTEN
+1,479.0%
+7,259.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.6% | +9.2% | +8.7% |
| 7D | -2.4% | -16.4% | +14.0% | +1.8% |
| 30D | -11.1% | -12.8% | +1.7% | -8.4% |
| 3M | -30.6% | +0.7% | -31.3% | -31.1% |
| 6M | -54.4% | -12.2% | -42.2% | -53.9% |
| YTD | -13.0% | +66.1% | -79.1% | -25.1% |
| 1Y | -5.7% | +69.2% | -74.9% | -19.3% |
| 3Y | +297.2% | -8.2% | +305.4% | +277.2% |
| 5Y | +95.9% | +19.2% | +76.7% | +64.2% |
| 10Y | +492.6% | -45.6% | +538.2% | +384.8% |
| All | +8,738.7% | +1,479.0% | +7,259.7% | +4,919.7% |
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