+55.7%
ZTS vs PTEN
-15.6%
+71.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | -3.7% | +3.5% | -7.2% | -4.0% |
| 30D | -0.8% | +17.5% | -18.3% | -2.0% |
| 3M | -9.7% | +12.7% | -22.5% | -10.8% |
| 6M | -38.4% | +33.1% | -71.5% | -40.1% |
| YTD | -41.1% | +116.4% | -157.5% | -44.9% |
| 1Y | -50.6% | +141.2% | -191.8% | -54.3% |
| 3Y | -59.1% | -3.8% | -55.3% | -60.2% |
| 5Y | -62.7% | +92.7% | -155.4% | -66.1% |
| All | +55.7% | -15.6% | +71.4% | +33.4% |
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