+2,802.6%
MULL vs PTEN
+135.2%
+2,667.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.0% | +12.8% | +12.0% |
| 7D | +17.3% | +0.7% | +16.6% | +17.1% |
| 30D | +23.5% | +31.2% | -7.7% | +16.7% |
| 3M | -24.0% | +2.0% | -26.0% | -26.4% |
| 6M | +276.7% | +42.4% | +234.3% | +215.4% |
| YTD | +565.1% | +109.2% | +455.9% | +348.3% |
| 1Y | +2,802.6% | +122.3% | +2,680.3% | +1,758.1% |
| All | +2,802.6% | +135.2% | +2,667.4% | +1,758.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling