-59.2%
ZTS vs PTEN
-3.4%
-55.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -4.5% | +2.8% | -7.3% | -4.7% |
| 30D | -3.3% | +17.6% | -20.9% | -4.6% |
| 3M | -9.7% | +8.2% | -17.9% | -10.5% |
| 6M | -38.8% | +38.1% | -76.9% | -41.0% |
| YTD | -41.2% | +117.3% | -158.5% | -46.1% |
| 1Y | -50.3% | +146.1% | -196.4% | -55.1% |
| All | -59.2% | -3.4% | -55.8% | -61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling