+160.4%
AMAT vs PTEN
-0.1%
+160.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.4% | -6.0% | -4.2% |
| 7D | +19.3% | +7.2% | +12.1% | +17.3% |
| 30D | -17.9% | -7.4% | -10.6% | -16.6% |
| 3M | -30.4% | -2.4% | -28.0% | -30.4% |
| 6M | -11.4% | -10.0% | -1.4% | -10.5% |
| YTD | +48.8% | +79.7% | -31.0% | +20.0% |
| 1Y | +66.0% | +86.5% | -20.5% | +32.1% |
| All | +160.4% | -0.1% | +160.5% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling