+147.1%
AMAT vs PTEN
+49.0%
+98.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.6% | -3.4% |
| 7D | +11.4% | +10.6% | +0.8% | +8.9% |
| 30D | -17.0% | -4.9% | -12.1% | -16.3% |
| 3M | -30.6% | +1.4% | -32.1% | -31.2% |
| 6M | -14.9% | -7.0% | -7.9% | -14.8% |
| YTD | +44.7% | +84.8% | -40.1% | +21.0% |
| 1Y | +66.9% | +95.7% | -28.8% | +37.4% |
| 3Y | +153.3% | +2.0% | +151.3% | +130.5% |
| All | +147.1% | +49.0% | +98.1% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling