+6,370.3%
AMD vs PTEN
-43.2%
+6,413.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | -25.5% | +14.5% | -6.7% |
| 30D | -30.5% | -11.7% | -18.8% | -29.1% |
| 3M | -8.2% | -0.5% | -7.7% | -8.6% |
| 6M | +6.6% | -12.9% | +19.4% | +7.9% |
| YTD | +109.7% | +67.1% | +42.6% | +88.6% |
| 1Y | +88.9% | +70.5% | +18.4% | +68.9% |
| 3Y | +301.8% | -10.4% | +312.3% | +286.1% |
| 5Y | +229.4% | +23.7% | +205.7% | +193.7% |
| All | +6,370.3% | -43.2% | +6,413.5% | +6,130.9% |
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