+199.0%
AMD vs PTEN
+22.3%
+176.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | -25.5% | +14.5% | -5.3% |
| 30D | -30.5% | -11.7% | -18.8% | -28.7% |
| 3M | -8.2% | -0.5% | -7.7% | -8.7% |
| 6M | +6.6% | -12.9% | +19.4% | +8.3% |
| YTD | +109.7% | +67.1% | +42.6% | +79.6% |
| 1Y | +88.9% | +70.5% | +18.4% | +60.3% |
| 3Y | +301.8% | -10.4% | +312.3% | +272.2% |
| All | +199.0% | +22.3% | +176.7% | +146.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling