+264.6%
AMD vs PTEN
+49.0%
+215.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.8% | -11.6% | -9.4% |
| 7D | +18.9% | +10.6% | +8.3% | +16.4% |
| 30D | -6.4% | -4.9% | -1.5% | -5.5% |
| 3M | +10.6% | +1.4% | +9.1% | +9.7% |
| 6M | +19.9% | -7.0% | +26.9% | +20.1% |
| YTD | +149.4% | +84.8% | +64.6% | +109.1% |
| 1Y | +115.4% | +95.7% | +19.7% | +77.9% |
| 3Y | +357.3% | +2.0% | +355.3% | +312.5% |
| All | +264.6% | +49.0% | +215.6% | +190.4% |
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