-26.7%
ZTS vs PTEN
+79.8%
-106.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.4% | +16.8% | +6.8% |
| 7D | +15.4% | -15.5% | +30.9% | +14.3% |
| 30D | +25.8% | -7.8% | +33.6% | +24.9% |
| 3M | +18.1% | +6.4% | +11.7% | +17.2% |
| 6M | -19.7% | -11.9% | -7.9% | -20.6% |
| YTD | -27.5% | +79.4% | -106.9% | -30.4% |
| 1Y | -26.7% | +84.9% | -111.6% | -29.9% |
| All | -26.7% | +79.8% | -106.5% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling