+9,115.7%
SHW vs PTEN
+1,889.0%
+7,226.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.5% |
| 7D | -3.2% | +0.7% | -3.9% | -3.3% |
| 30D | -9.5% | +31.2% | -40.7% | -11.8% |
| 3M | +11.5% | +2.0% | +9.4% | +10.5% |
| 6M | -3.5% | +42.4% | -46.0% | -7.8% |
| YTD | +3.7% | +109.2% | -105.5% | -4.5% |
| 1Y | -7.9% | +122.3% | -130.2% | -16.0% |
| 3Y | +24.7% | -5.6% | +30.3% | +20.7% |
| 5Y | +13.6% | +86.5% | -72.9% | -0.5% |
| 10Y | +283.0% | -22.1% | +305.1% | +223.5% |
| All | +9,115.7% | +1,889.0% | +7,226.8% | +5,870.0% |
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