+7.6%
AMBA vs PTEN
-43.5%
+51.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.4% |
| 7D | 0.0% | -16.4% | +16.4% | +4.4% |
| 30D | -8.6% | -12.8% | +4.2% | -5.8% |
| 3M | -29.0% | +0.7% | -29.7% | -29.8% |
| 6M | -19.2% | -12.2% | -7.0% | -18.1% |
| YTD | -13.0% | +66.1% | -79.1% | -26.0% |
| 1Y | -31.3% | +69.2% | -100.5% | -42.0% |
| 3Y | +28.1% | -8.2% | +36.3% | +21.7% |
| 5Y | -69.4% | +19.2% | -88.7% | -73.9% |
| 10Y | +7.6% | -45.6% | +53.2% | -15.0% |
| All | +7.6% | -43.5% | +51.2% | -15.0% |
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