+126.1%
AMD vs PTEN
+77.0%
+49.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.4% | +3.5% | +5.6% |
| 7D | +44.7% | +7.2% | +37.5% | +43.7% |
| 30D | -3.3% | -7.4% | +4.0% | -2.5% |
| 3M | +21.2% | -2.4% | +23.6% | +21.9% |
| 6M | +30.6% | -10.0% | +40.6% | +30.7% |
| YTD | +173.3% | +79.7% | +93.6% | +115.6% |
| 1Y | +126.1% | +86.5% | +39.6% | +74.7% |
| All | +126.1% | +77.0% | +49.1% | +74.7% |
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