+119.6%
AMDL vs PTEN
+0.6%
+119.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +3.7% | +10.6% | +12.3% |
| 7D | +18.5% | -2.2% | +20.7% | +22.0% |
| 30D | -24.2% | -8.0% | -16.2% | -19.9% |
| 3M | +11.5% | -5.0% | +16.5% | +14.3% |
| 6M | -1.0% | -10.6% | +9.6% | +2.9% |
| YTD | +260.3% | +75.5% | +184.7% | +119.3% |
| 1Y | +178.2% | +70.2% | +108.0% | +70.9% |
| All | +119.6% | +0.6% | +119.0% | +69.4% |
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 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