-36.1%
AMBA vs PTEN
+69.7%
-105.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -2.6% | -14.5% | +11.8% | -1.5% |
| 30D | -10.5% | -11.1% | +0.7% | -9.7% |
| 3M | -26.4% | -7.8% | -18.6% | -25.5% |
| 6M | -20.9% | -10.5% | -10.4% | -18.5% |
| YTD | -14.8% | +69.3% | -84.1% | -24.7% |
| 1Y | -36.1% | +70.5% | -106.6% | -43.5% |
| All | -36.1% | +69.7% | -105.8% | -43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling