+72.6%
VZ vs PTEN
-38.4%
+111.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.5% |
| 7D | +1.5% | +10.6% | -9.1% | +1.1% |
| 30D | +4.4% | -4.9% | +9.3% | +4.4% |
| 3M | -2.4% | +1.4% | -3.8% | -2.6% |
| 6M | +1.4% | -7.0% | +8.4% | +1.4% |
| YTD | +21.4% | +84.8% | -63.4% | +18.0% |
| 1Y | +20.3% | +95.7% | -75.4% | +16.6% |
| 3Y | +57.4% | +2.0% | +55.4% | +55.1% |
| 5Y | +21.9% | +48.0% | -26.0% | +17.2% |
| All | +72.6% | -38.4% | +111.1% | +63.7% |
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