-58.7%
ZTS vs PTEN
+49.0%
-107.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.8% |
| 7D | +5.6% | +10.6% | -5.0% | +4.8% |
| 30D | +12.1% | -4.9% | +17.0% | +12.1% |
| 3M | +11.3% | +1.4% | +9.8% | +10.6% |
| 6M | +14.3% | -7.0% | +21.3% | +14.0% |
| YTD | -31.9% | +84.8% | -116.7% | -36.6% |
| 1Y | -29.3% | +95.7% | -124.9% | -34.6% |
| 3Y | -48.0% | +2.0% | -50.0% | -50.2% |
| All | -58.7% | +49.0% | -107.7% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling