-1.7%
AMBA vs PTEN
-8.3%
+6.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.5% |
| 7D | -11.0% | +0.7% | -11.7% | -11.2% |
| 30D | -23.2% | +31.2% | -54.4% | -29.8% |
| 3M | -12.7% | +2.0% | -14.7% | -13.8% |
| 6M | +11.2% | +42.4% | -31.2% | -4.9% |
| YTD | -11.2% | +109.2% | -120.4% | -35.4% |
| 1Y | -22.5% | +122.3% | -144.8% | -45.7% |
| All | -1.7% | -8.3% | +6.6% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling