+59.6%
SYF vs PTEN
+40.8%
+18.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | -3.3% | +7.2% | -10.5% | -4.8% |
| 30D | -2.2% | -7.4% | +5.2% | -1.2% |
| 3M | -9.3% | -2.4% | -6.9% | -10.0% |
| 6M | +2.1% | -10.0% | +12.1% | +1.9% |
| YTD | -12.6% | +79.7% | -92.4% | -30.1% |
| 1Y | -3.4% | +86.5% | -90.0% | -23.7% |
| 3Y | +156.5% | -1.4% | +157.9% | +129.7% |
| 5Y | +59.6% | +43.9% | +15.7% | +19.8% |
| All | +59.6% | +40.8% | +18.7% | +19.8% |
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