+17.3%
MUB vs PTEN
-15.6%
+32.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -0.8% | +3.5% | -4.3% | -0.8% |
| 30D | -2.4% | +17.5% | -19.9% | -2.4% |
| 3M | -2.8% | +12.7% | -15.6% | -2.9% |
| 6M | -2.2% | +33.1% | -35.3% | -2.3% |
| YTD | -1.6% | +116.4% | -118.0% | -1.8% |
| 1Y | 0.0% | +141.2% | -141.1% | -0.2% |
| 3Y | +7.9% | -3.8% | +11.7% | +7.8% |
| 5Y | +1.2% | +92.7% | -91.5% | +0.8% |
| All | +17.3% | -15.6% | +32.9% | +13.2% |
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