+390.9%
AMD vs PTEN
+94.7%
+296.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.1% | +0.9% | +2.6% |
| 7D | +14.0% | -1.7% | +15.7% | +14.4% |
| 30D | +11.0% | +18.6% | -7.6% | +6.9% |
| 3M | +9.6% | +12.5% | -2.9% | +6.0% |
| 6M | +157.1% | +41.9% | +115.2% | +132.5% |
| YTD | +143.3% | +117.8% | +25.5% | +98.3% |
| 1Y | +234.4% | +145.3% | +89.1% | +163.4% |
| 3Y | +391.2% | -2.8% | +394.0% | +346.1% |
| 5Y | +390.9% | +93.4% | +297.5% | +292.6% |
| All | +390.9% | +94.7% | +296.3% | +292.6% |
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