+22.0%
VZ vs PTEN
+135.1%
-113.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -1.3% |
| 7D | -1.0% | -1.7% | +0.7% | -1.0% |
| 30D | +5.8% | +18.6% | -12.8% | +5.8% |
| 3M | +10.5% | +12.5% | -1.9% | +10.2% |
| 6M | +1.8% | +41.9% | -40.1% | +2.3% |
| YTD | +28.3% | +117.8% | -89.5% | +31.5% |
| 1Y | +22.0% | +145.3% | -123.4% | +26.8% |
| All | +22.0% | +135.1% | -113.1% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling