+2,396.1%
MUU vs PTEN
+74.7%
+2,321.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -8.2% | +3.5% | -11.7% | -10.5% |
| 30D | +10.2% | +17.5% | -7.4% | -2.3% |
| 3M | -26.5% | +12.7% | -39.2% | -34.5% |
| 6M | +227.2% | +33.1% | +194.1% | +130.5% |
| YTD | +527.4% | +116.4% | +411.0% | +162.6% |
| 1Y | +1,843.7% | +141.2% | +1,702.5% | +601.7% |
| All | +2,396.1% | +74.7% | +2,321.4% | +1,295.8% |
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