+1,103.6%
SSNC vs PTEN
+23.2%
+1,080.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -4.0% | +3.5% | -7.5% | -4.5% |
| 30D | +0.5% | +17.5% | -17.0% | -2.1% |
| 3M | +18.9% | +12.7% | +6.2% | +15.9% |
| 6M | +10.8% | +33.1% | -22.3% | +4.5% |
| YTD | -7.1% | +116.4% | -123.6% | -19.1% |
| 1Y | -9.6% | +141.2% | -150.8% | -23.1% |
| 3Y | +51.1% | -3.8% | +54.9% | +43.7% |
| 5Y | +19.7% | +92.7% | -73.0% | -3.5% |
| 10Y | +172.3% | -17.1% | +189.4% | +104.5% |
| All | +1,103.6% | +23.2% | +1,080.4% | +663.7% |
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