+4,335.0%
AMD vs PTEN
+1,488.6%
+2,846.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | -25.5% | +14.5% | -5.7% |
| 30D | -30.5% | -11.7% | -18.8% | -28.8% |
| 3M | -8.2% | -0.5% | -7.7% | -8.7% |
| 6M | +6.6% | -12.9% | +19.4% | +8.1% |
| YTD | +109.7% | +67.1% | +42.6% | +84.8% |
| 1Y | +88.9% | +70.5% | +18.4% | +65.4% |
| 3Y | +301.8% | -10.4% | +312.3% | +287.1% |
| 5Y | +229.4% | +23.7% | +205.7% | +181.9% |
| 10Y | +6,745.1% | -42.7% | +6,787.8% | +5,370.0% |
| All | +4,335.0% | +1,488.6% | +2,846.4% | +2,618.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling