+117.8%
AMDL vs PTEN
+22.2%
+95.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.9% | +9.7% | +10.7% |
| 7D | +19.9% | -1.0% | +21.0% | +20.5% |
| 30D | +6.3% | +29.3% | -23.0% | -8.7% |
| 3M | -9.9% | +7.2% | -17.1% | -15.1% |
| 6M | +394.3% | +43.5% | +350.8% | +263.8% |
| YTD | +257.3% | +113.2% | +144.1% | +95.5% |
| 1Y | +508.5% | +135.1% | +373.5% | +202.7% |
| All | +117.8% | +22.2% | +95.6% | +51.0% |
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