+17.6%
SSNC vs PTEN
+89.3%
-71.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -6.7% | +2.8% | -9.5% | -7.0% |
| 30D | -0.8% | +17.6% | -18.4% | -2.7% |
| 3M | +16.1% | +8.2% | +7.9% | +14.6% |
| 6M | +7.9% | +38.1% | -30.2% | +2.7% |
| YTD | -8.7% | +117.3% | -126.0% | -18.4% |
| 1Y | -9.5% | +146.1% | -155.6% | -20.9% |
| 3Y | +47.7% | -3.0% | +50.7% | +40.9% |
| 5Y | +17.6% | +93.5% | -75.8% | +5.3% |
| All | +17.6% | +89.3% | -71.7% | +5.3% |
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