-98.8%
AMC vs PTEN
-38.4%
-60.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.5% | -3.6% |
| 7D | +3.5% | +10.6% | -7.1% | -0.1% |
| 30D | +12.5% | -4.9% | +17.4% | +13.1% |
| 3M | +23.6% | +1.4% | +22.1% | +20.1% |
| 6M | +144.4% | -7.0% | +151.4% | +139.2% |
| YTD | +108.3% | +84.8% | +23.6% | +51.3% |
| 1Y | +38.9% | +95.7% | -56.8% | -1.6% |
| 3Y | -58.9% | +2.0% | -60.8% | -65.6% |
| 5Y | -99.2% | +48.0% | -147.2% | -99.5% |
| All | -98.8% | -38.4% | -60.4% | -99.5% |
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 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