+648.9%
VZ vs PTEN
+1,479.0%
-830.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +2.2% | -16.4% | +18.7% | +3.3% |
| 30D | +10.6% | -12.8% | +23.4% | +11.3% |
| 3M | -0.6% | +0.7% | -1.3% | -0.9% |
| 6M | +0.7% | -12.2% | +12.9% | +1.0% |
| YTD | +20.6% | +66.1% | -45.5% | +16.0% |
| 1Y | +22.7% | +69.2% | -46.5% | +17.8% |
| 3Y | +57.2% | -8.2% | +65.4% | +54.3% |
| 5Y | +21.4% | +19.2% | +2.2% | +14.7% |
| 10Y | +65.5% | -45.6% | +111.0% | +52.4% |
| All | +648.9% | +1,479.0% | -830.1% | +512.2% |
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