+8,354.9%
MTZ vs PTEN
+1,509.4%
+6,845.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.3% | -4.8% |
| 7D | -8.7% | -14.5% | +5.8% | -5.2% |
| 30D | -15.0% | -11.1% | -3.8% | -12.8% |
| 3M | -32.6% | -7.8% | -24.8% | -31.6% |
| 6M | -56.3% | -10.5% | -45.9% | -56.1% |
| YTD | -16.8% | +69.3% | -86.1% | -28.7% |
| 1Y | -10.0% | +70.5% | -80.6% | -23.2% |
| 3Y | +267.1% | -7.1% | +274.2% | +247.6% |
| 5Y | +89.9% | +29.1% | +60.7% | +56.3% |
| 10Y | +442.2% | -44.5% | +486.8% | +341.5% |
| All | +8,354.9% | +1,509.4% | +6,845.4% | +4,679.9% |
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