+4,033.9%
YUM vs PTEN
+65.6%
+3,968.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -5.2% | +2.8% | -8.0% | -5.5% |
| 30D | -0.1% | +17.6% | -17.7% | -2.0% |
| 3M | -4.3% | +8.2% | -12.5% | -5.8% |
| 6M | -8.7% | +38.1% | -46.8% | -13.1% |
| YTD | -3.5% | +117.3% | -120.8% | -13.1% |
| 1Y | +0.5% | +146.1% | -145.6% | -11.3% |
| 3Y | +20.5% | -3.0% | +23.6% | +15.5% |
| 5Y | +21.8% | +93.5% | -71.6% | +2.7% |
| 10Y | +176.5% | -16.8% | +193.3% | +122.7% |
| All | +4,033.9% | +65.6% | +3,968.3% | +2,652.9% |
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