+43.0%
TMUS vs PTEN
+88.2%
-45.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | 0.0% |
| 7D | -0.3% | -1.0% | +0.8% | -0.2% |
| 30D | +3.1% | +29.3% | -26.2% | +1.7% |
| 3M | +2.4% | +7.2% | -4.8% | +1.9% |
| 6M | -17.1% | +43.5% | -60.6% | -18.9% |
| YTD | -9.1% | +113.2% | -122.3% | -13.1% |
| 1Y | -23.6% | +135.1% | -158.7% | -27.7% |
| 3Y | +38.8% | -4.8% | +43.7% | +38.9% |
| 5Y | +43.0% | +94.6% | -51.7% | +30.3% |
| All | +43.0% | +88.2% | -45.2% | +30.3% |
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