+2,302.1%
MULL vs PTEN
+63.2%
+2,239.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -8.4% | +3.5% | -11.9% | -10.6% |
| 30D | +9.7% | +17.5% | -7.8% | -2.6% |
| 3M | -26.8% | +12.7% | -39.5% | -34.6% |
| 6M | +220.7% | +33.1% | +187.6% | +125.6% |
| YTD | +509.0% | +116.4% | +392.6% | +152.6% |
| 1Y | +1,739.5% | +141.2% | +1,598.3% | +556.3% |
| All | +2,302.1% | +63.2% | +2,239.0% | +1,314.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling