+1,591.4%
AMAT vs PTEN
-25.9%
+1,617.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.5% |
| 7D | -1.5% | +0.7% | -2.2% | -1.7% |
| 30D | -14.8% | +31.2% | -46.0% | -19.7% |
| 3M | -9.3% | +2.0% | -11.3% | -10.3% |
| 6M | +27.4% | +42.4% | -15.0% | +16.2% |
| YTD | +77.6% | +109.2% | -31.6% | +49.0% |
| 1Y | +188.9% | +122.3% | +66.6% | +138.2% |
| 3Y | +202.3% | -5.6% | +207.9% | +185.4% |
| 5Y | +248.9% | +86.5% | +162.4% | +173.9% |
| All | +1,591.4% | -25.9% | +1,617.3% | +1,090.2% |
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