+10.2%
SHW vs PTEN
+49.0%
-38.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.2% |
| 7D | +1.9% | +10.6% | -8.7% | +1.8% |
| 30D | +8.1% | -4.9% | +13.0% | +8.0% |
| 3M | -2.8% | +1.4% | -4.2% | -3.1% |
| 6M | +15.0% | -7.0% | +22.1% | +15.0% |
| YTD | +9.0% | +84.8% | -75.8% | +3.5% |
| 1Y | +4.5% | +95.7% | -91.2% | -1.2% |
| 3Y | +41.9% | +2.0% | +39.9% | +37.3% |
| All | +10.2% | +49.0% | -38.7% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling