+174.6%
ZTS vs PTEN
-20.3%
+194.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -2.0% | +0.7% | -2.7% | -2.0% |
| 30D | +1.9% | +31.2% | -29.3% | -0.2% |
| 3M | -4.0% | +2.0% | -6.0% | -4.5% |
| 6M | -39.1% | +42.4% | -81.5% | -41.2% |
| YTD | -38.8% | +109.2% | -148.0% | -42.7% |
| 1Y | -49.6% | +122.3% | -171.9% | -53.1% |
| 3Y | -59.0% | -5.6% | -53.4% | -60.0% |
| 5Y | -61.8% | +86.5% | -148.3% | -65.3% |
| 10Y | +61.4% | -22.1% | +83.6% | +38.8% |
| All | +174.6% | -20.3% | +194.9% | +116.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling