+14.6%
AMCR vs PTEN
-15.6%
+30.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -6.3% | +3.5% | -9.7% | -6.6% |
| 30D | -7.8% | +17.5% | -25.3% | -9.2% |
| 3M | +7.5% | +12.7% | -5.2% | +5.9% |
| 6M | +2.7% | +33.1% | -30.4% | -1.3% |
| YTD | +6.0% | +116.4% | -110.4% | -3.3% |
| 1Y | +7.8% | +141.2% | -133.4% | -3.3% |
| 3Y | +5.8% | -3.8% | +9.6% | +2.1% |
| 5Y | -11.6% | +92.7% | -104.3% | -23.0% |
| All | +14.6% | -15.6% | +30.3% | -12.8% |
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