+131.0%
AMDL vs PTEN
+24.8%
+106.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.1% | +3.9% | +4.9% |
| 7D | +29.0% | -1.7% | +30.6% | +30.1% |
| 30D | +19.1% | +18.6% | +0.5% | +8.2% |
| 3M | +1.8% | +12.5% | -10.7% | -6.6% |
| 6M | +374.4% | +41.9% | +332.5% | +253.0% |
| YTD | +278.9% | +117.8% | +161.1% | +105.1% |
| 1Y | +510.6% | +145.3% | +365.3% | +196.0% |
| All | +131.0% | +24.8% | +106.1% | +58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling