-99.3%
AMC vs PTEN
+22.3%
-121.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +2.6% | -25.5% | +28.1% | +6.4% |
| 30D | +9.0% | -11.7% | +20.7% | +10.3% |
| 3M | +22.2% | -0.5% | +22.7% | +20.5% |
| 6M | +91.5% | -12.9% | +104.3% | +91.6% |
| YTD | +101.3% | +67.1% | +34.2% | +72.9% |
| 1Y | +20.8% | +70.5% | -49.8% | +3.0% |
| 3Y | -71.3% | -10.4% | -60.9% | -72.8% |
| All | -99.3% | +22.3% | -121.6% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling