+282.4%
MXL vs PTEN
+27.9%
+254.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.4% | +6.9% |
| 7D | +19.0% | -1.7% | +20.7% | +19.6% |
| 30D | +4.5% | +18.6% | -14.1% | -0.7% |
| 3M | -1.5% | +12.5% | -14.0% | -5.9% |
| 6M | +348.6% | +41.9% | +306.8% | +297.0% |
| YTD | +310.3% | +117.8% | +192.5% | +218.6% |
| 1Y | +344.7% | +145.3% | +199.4% | +233.0% |
| 3Y | +211.2% | -2.8% | +214.0% | +193.1% |
| 5Y | +34.8% | +93.4% | -58.6% | -1.3% |
| 10Y | +286.5% | -16.6% | +303.1% | +156.7% |
| All | +282.4% | +27.9% | +254.5% | +76.5% |
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 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