+126.7%
AMAT vs PTEN
+22.3%
+104.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | -14.7% | -25.5% | +10.8% | -9.1% |
| 30D | -36.1% | -11.7% | -24.4% | -34.4% |
| 3M | -36.9% | -0.5% | -36.3% | -37.2% |
| 6M | -22.2% | -12.9% | -9.3% | -20.9% |
| YTD | +29.9% | +67.1% | -37.2% | +11.1% |
| 1Y | +43.3% | +70.5% | -27.3% | +21.5% |
| 3Y | +142.7% | -10.4% | +153.1% | +127.1% |
| All | +126.7% | +22.3% | +104.4% | +87.5% |
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 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