+22.8%
MUB vs PTEN
-38.4%
+61.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.4% |
| 7D | -1.3% | +10.6% | -11.9% | -1.3% |
| 30D | +2.2% | -4.9% | +7.1% | +2.2% |
| 3M | -1.6% | +1.4% | -3.1% | -1.6% |
| 6M | -1.3% | -7.0% | +5.7% | -1.3% |
| YTD | -0.7% | +84.8% | -85.4% | -0.9% |
| 1Y | -0.2% | +95.7% | -95.9% | -0.5% |
| 3Y | +9.6% | +2.0% | +7.7% | +9.5% |
| 5Y | +2.6% | +48.0% | -45.4% | +2.1% |
| All | +22.8% | -38.4% | +61.3% | +18.5% |
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