+35.8%
AMC vs PTEN
+77.0%
-41.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -1.7% |
| 7D | +8.4% | +7.2% | +1.2% | +10.5% |
| 30D | +9.2% | -7.4% | +16.5% | +7.2% |
| 3M | +32.0% | -2.4% | +34.4% | +32.5% |
| 6M | +149.3% | -10.0% | +159.3% | +145.0% |
| YTD | +114.1% | +79.7% | +34.4% | +117.1% |
| 1Y | +35.8% | +86.5% | -50.7% | +34.7% |
| All | +35.8% | +77.0% | -41.2% | +34.7% |
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