+320.5%
TMUS vs PTEN
-24.9%
+345.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.3% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +5.3% | +31.2% | -26.0% | +0.3% |
| 3M | +3.1% | +2.0% | +1.1% | +2.0% |
| 6M | -16.5% | +42.4% | -58.9% | -22.4% |
| YTD | -9.2% | +109.2% | -118.4% | -21.3% |
| 1Y | -26.5% | +122.3% | -148.8% | -37.6% |
| 3Y | +39.0% | -5.6% | +44.6% | +31.2% |
| 5Y | +40.4% | +86.5% | -46.1% | +7.8% |
| 10Y | +303.7% | -22.1% | +325.8% | +193.5% |
| All | +320.5% | -24.9% | +345.4% | +111.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling