+188.9%
AMAT vs PTEN
+135.2%
+53.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.4% |
| 7D | -1.5% | +0.7% | -2.2% | -1.6% |
| 30D | -14.8% | +31.2% | -46.0% | -17.1% |
| 3M | -9.3% | +2.0% | -11.3% | -10.5% |
| 6M | +27.4% | +42.4% | -15.0% | +18.2% |
| YTD | +77.6% | +109.2% | -31.6% | +49.7% |
| 1Y | +188.9% | +122.3% | +66.6% | +141.5% |
| All | +188.9% | +135.2% | +53.7% | +141.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling