-7.9%
SHW vs PTEN
+135.2%
-143.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.2% |
| 7D | -3.2% | +0.7% | -3.9% | -3.0% |
| 30D | -9.5% | +31.2% | -40.7% | -4.3% |
| 3M | +11.5% | +2.0% | +9.4% | +14.4% |
| 6M | -3.5% | +42.4% | -46.0% | +1.2% |
| YTD | +3.7% | +109.2% | -105.5% | +8.6% |
| 1Y | -7.9% | +122.3% | -130.2% | -4.3% |
| All | -7.9% | +135.2% | -143.1% | -4.3% |
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 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