+398.6%
ZS vs PTEN
-15.5%
+414.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.1% | +3.5% | -6.6% | -3.4% |
| 30D | -7.2% | +17.5% | -24.7% | -8.5% |
| 3M | +30.5% | +12.7% | +17.7% | +28.7% |
| 6M | +7.0% | +33.1% | -26.1% | +4.2% |
| YTD | -26.8% | +116.4% | -143.3% | -31.7% |
| 1Y | -42.6% | +141.2% | -183.8% | -47.0% |
| 3Y | -0.3% | -3.8% | +3.5% | -3.5% |
| 5Y | -39.2% | +92.7% | -131.9% | -42.1% |
| All | +398.6% | -15.5% | +414.2% | +411.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling