-62.8%
ZTS vs PTEN
+89.3%
-152.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.6% |
| 6M | -38.8% | +38.1% | -76.9% | -40.9% |
| YTD | -41.2% | +117.3% | -158.5% | -45.5% |
| 1Y | -50.3% | +146.1% | -196.4% | -54.6% |
| 3Y | -59.1% | -3.0% | -56.1% | -60.5% |
| 5Y | -62.8% | +93.5% | -156.2% | -64.8% |
| All | -62.8% | +89.3% | -152.1% | -64.8% |
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