+27.6%
SCHD vs PTEN
+148.3%
-120.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -2.0% | +3.5% | -5.4% | -2.1% |
| 30D | -0.4% | +17.5% | -17.9% | -1.2% |
| 3M | +5.7% | +12.7% | -7.0% | +5.2% |
| 6M | +11.9% | +33.1% | -21.2% | +9.3% |
| YTD | +26.4% | +116.4% | -90.0% | +17.0% |
| 1Y | +27.6% | +141.2% | -113.6% | +16.2% |
| All | +27.6% | +148.3% | -120.7% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling