+32.5%
PFE vs PTEN
-15.3%
+47.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.5% |
| 7D | -4.0% | +2.8% | -6.8% | -4.2% |
| 30D | +3.9% | +17.6% | -13.7% | +2.8% |
| 3M | +9.9% | +8.2% | +1.7% | +9.1% |
| 6M | +5.3% | +38.1% | -32.8% | +2.6% |
| YTD | +16.8% | +117.3% | -100.5% | +10.4% |
| 1Y | +20.4% | +146.1% | -125.7% | +12.8% |
| 3Y | -2.1% | -3.0% | +0.9% | -4.4% |
| 5Y | -21.0% | +93.5% | -114.4% | -27.6% |
| All | +32.5% | -15.3% | +47.8% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling