+239.9%
TMUS vs PTEN
-40.1%
+280.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.8% |
| 7D | +6.5% | +7.2% | -0.7% | +6.0% |
| 30D | +11.3% | -7.4% | +18.6% | +11.6% |
| 3M | -2.9% | -2.4% | -0.5% | -3.0% |
| 6M | -10.5% | -10.0% | -0.5% | -10.4% |
| YTD | -14.4% | +79.7% | -94.1% | -18.9% |
| 1Y | -17.9% | +86.5% | -104.4% | -22.5% |
| 3Y | +21.9% | -1.4% | +23.2% | +18.6% |
| 5Y | +52.1% | +43.9% | +8.2% | +39.5% |
| All | +239.9% | -40.1% | +280.0% | +197.1% |
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