+84.0%
AMD vs PTEN
+67.5%
+16.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | -25.5% | +14.5% | -9.8% |
| 30D | -30.5% | -11.7% | -18.8% | -29.6% |
| 3M | -8.2% | -0.5% | -7.7% | -7.2% |
| 6M | +6.6% | -12.9% | +19.4% | +7.1% |
| YTD | +109.7% | +67.1% | +42.6% | +91.6% |
| All | +84.0% | +67.5% | +16.5% | +68.7% |
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