+57.4%
VZ vs PTEN
+2.7%
+54.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.4% |
| 7D | +1.5% | +10.6% | -9.1% | +1.4% |
| 30D | +4.4% | -4.9% | +9.3% | +4.4% |
| 3M | -2.4% | +1.4% | -3.8% | -2.4% |
| 6M | +1.4% | -7.0% | +8.4% | +1.3% |
| YTD | +21.4% | +84.8% | -63.4% | +20.9% |
| 1Y | +20.3% | +95.7% | -75.4% | +19.7% |
| 3Y | +57.4% | +2.0% | +55.4% | +58.8% |
| All | +57.4% | +2.7% | +54.6% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling