+2,683.6%
MUU vs PTEN
+75.8%
+2,607.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +4.0% |
| 7D | +15.0% | -1.7% | +16.7% | +16.2% |
| 30D | +36.8% | +18.6% | +18.2% | +20.5% |
| 3M | -8.5% | +12.5% | -21.0% | -19.3% |
| 6M | +320.7% | +41.9% | +278.9% | +179.2% |
| YTD | +599.7% | +117.8% | +481.9% | +191.4% |
| 1Y | +2,569.2% | +145.3% | +2,423.9% | +849.0% |
| All | +2,683.6% | +75.8% | +2,607.8% | +1,449.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling