+866.2%
AMBA vs PTEN
-20.5%
+886.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.2% |
| 7D | -7.2% | -25.5% | +18.3% | -0.6% |
| 30D | -10.4% | -11.7% | +1.3% | -8.0% |
| 3M | -30.1% | -0.5% | -29.6% | -30.7% |
| 6M | -22.4% | -12.9% | -9.6% | -21.2% |
| YTD | -17.3% | +67.1% | -84.4% | -29.7% |
| 1Y | -35.4% | +70.5% | -105.9% | -45.5% |
| 3Y | +18.6% | -10.4% | +29.1% | +13.5% |
| 5Y | -69.8% | +23.7% | -93.5% | -74.4% |
| 10Y | +1.1% | -42.7% | +43.8% | -19.6% |
| All | +866.2% | -20.5% | +886.7% | +506.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling