+475.1%
MULL vs PTEN
+79.8%
+395.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -9.4% | -4.4% | -11.8% |
| 7D | -35.9% | -15.5% | -20.4% | -33.5% |
| 30D | -47.3% | -7.8% | -39.5% | -45.9% |
| 3M | -30.6% | +6.4% | -37.0% | -29.2% |
| 6M | +13.7% | -11.9% | +25.6% | +11.6% |
| YTD | +272.1% | +79.4% | +192.7% | +197.5% |
| 1Y | +475.1% | +84.9% | +390.2% | +347.2% |
| All | +475.1% | +79.8% | +395.2% | +347.2% |
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 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