-97.7%
AMC vs PTEN
-47.0%
-50.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +2.6% | -25.5% | +28.1% | +11.7% |
| 30D | +9.0% | -11.7% | +20.7% | +12.2% |
| 3M | +22.2% | -0.5% | +22.7% | +19.2% |
| 6M | +91.5% | -12.9% | +104.3% | +91.6% |
| YTD | +101.3% | +67.1% | +34.2% | +56.0% |
| 1Y | +20.8% | +70.5% | -49.8% | -7.4% |
| 3Y | -71.3% | -10.4% | -60.9% | -74.4% |
| 5Y | -99.2% | +23.7% | -122.9% | -99.5% |
| 10Y | -98.7% | -42.7% | -56.0% | -99.3% |
| All | -97.7% | -47.0% | -50.7% | -98.7% |
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 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