+702.8%
VZ vs PTEN
+1,889.0%
-1,186.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +7.9% | +31.2% | -23.3% | +6.0% |
| 3M | +13.6% | +2.0% | +11.6% | +13.2% |
| 6M | +1.1% | +42.4% | -41.3% | -1.6% |
| YTD | +29.3% | +109.2% | -79.9% | +22.8% |
| 1Y | +21.2% | +122.3% | -101.1% | +14.4% |
| 3Y | +75.9% | -5.6% | +81.5% | +72.5% |
| 5Y | +24.1% | +86.5% | -62.4% | +14.0% |
| 10Y | +62.4% | -22.1% | +84.5% | +46.2% |
| All | +702.8% | +1,889.0% | -1,186.1% | +548.3% |
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