+145.7%
AMDL vs PTEN
+3.0%
+142.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.4% | +9.5% | +10.6% |
| 7D | +103.5% | +7.2% | +96.3% | +96.4% |
| 30D | -18.3% | -7.4% | -10.9% | -14.0% |
| 3M | +20.1% | -2.4% | +22.5% | +21.4% |
| 6M | +15.9% | -10.0% | +25.9% | +20.3% |
| YTD | +303.0% | +79.7% | +223.3% | +142.4% |
| 1Y | +164.0% | +86.5% | +77.5% | +54.0% |
| All | +145.7% | +3.0% | +142.7% | +87.3% |
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