+20.2%
VZ vs PTEN
+22.3%
-2.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +2.1% | -25.5% | +27.7% | +3.1% |
| 30D | +1.4% | -11.7% | +13.0% | +1.7% |
| 3M | -1.3% | -0.5% | -0.8% | -1.5% |
| 6M | -0.5% | -12.9% | +12.3% | -0.4% |
| YTD | +19.6% | +67.1% | -47.4% | +16.7% |
| 1Y | +22.4% | +70.5% | -48.2% | +19.2% |
| 3Y | +55.9% | -10.4% | +66.3% | +55.4% |
| All | +20.2% | +22.3% | -2.1% | +19.8% |
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 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