+1,315.3%
AMAT vs PTEN
-43.5%
+1,358.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.6% | +12.0% | +11.5% |
| 7D | -1.1% | -16.4% | +15.4% | +2.7% |
| 30D | -26.9% | -12.8% | -14.1% | -25.0% |
| 3M | -31.2% | +0.7% | -31.9% | -31.7% |
| 6M | -14.7% | -12.2% | -2.5% | -13.5% |
| YTD | +44.7% | +66.1% | -21.4% | +26.8% |
| 1Y | +62.0% | +69.2% | -7.3% | +41.0% |
| 3Y | +165.0% | -8.2% | +173.2% | +152.4% |
| 5Y | +147.1% | +19.2% | +127.9% | +112.1% |
| 10Y | +1,315.3% | -45.6% | +1,360.8% | +997.0% |
| All | +1,315.3% | -43.5% | +1,358.8% | +997.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling