+170.6%
SYF vs PTEN
-38.4%
+209.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.1% |
| 7D | -2.0% | +10.6% | -12.6% | -4.7% |
| 30D | +1.2% | -4.9% | +6.1% | +1.7% |
| 3M | -9.4% | +1.4% | -10.8% | -11.0% |
| 6M | +4.4% | -7.0% | +11.4% | +3.0% |
| YTD | -11.9% | +84.8% | -96.7% | -30.9% |
| 1Y | -0.4% | +95.7% | -96.1% | -23.4% |
| 3Y | +159.6% | +2.0% | +157.6% | +132.2% |
| 5Y | +60.9% | +48.0% | +12.9% | +17.4% |
| All | +170.6% | -38.4% | +209.0% | +61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling