-6.2%
AMBA vs PTEN
-24.5%
+18.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.5% |
| 7D | -6.4% | -1.0% | -5.4% | -6.2% |
| 30D | -26.8% | +29.3% | -56.1% | -31.6% |
| 3M | -7.6% | +7.2% | -14.9% | -10.4% |
| 6M | +21.2% | +43.5% | -22.4% | +8.1% |
| YTD | -10.4% | +113.2% | -123.6% | -28.0% |
| 1Y | -24.4% | +135.1% | -159.5% | -41.1% |
| 3Y | +6.0% | -4.8% | +10.8% | -0.6% |
| 5Y | -53.9% | +94.6% | -148.5% | -64.8% |
| 10Y | -6.2% | -24.2% | +18.0% | -33.8% |
| All | -6.2% | -24.5% | +18.3% | -33.8% |
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