+317.8%
TMUS vs PTEN
-21.6%
+339.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.6% |
| 7D | -5.3% | -1.7% | -3.6% | -5.2% |
| 30D | +0.1% | +18.6% | -18.5% | -1.2% |
| 3M | -0.6% | +12.5% | -13.1% | -1.8% |
| 6M | -17.5% | +41.9% | -59.4% | -20.1% |
| YTD | -11.3% | +117.8% | -129.0% | -16.9% |
| 1Y | -25.4% | +145.3% | -170.7% | -31.1% |
| 3Y | +35.5% | -2.8% | +38.3% | +32.6% |
| 5Y | +41.9% | +93.4% | -51.5% | +27.1% |
| 10Y | +317.8% | -16.6% | +334.4% | +251.0% |
| All | +317.8% | -21.6% | +339.4% | +251.0% |
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