+433.0%
AME vs PTEN
-15.6%
+448.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.3% |
| 7D | +1.7% | +3.5% | -1.7% | +1.2% |
| 30D | -6.4% | +17.5% | -24.0% | -8.8% |
| 3M | +7.1% | +12.7% | -5.6% | +4.4% |
| 6M | +8.2% | +33.1% | -24.9% | +1.8% |
| YTD | +18.2% | +116.4% | -98.3% | +2.8% |
| 1Y | +26.7% | +141.2% | -114.4% | +7.7% |
| 3Y | +60.7% | -3.8% | +64.5% | +52.9% |
| 5Y | +91.6% | +92.7% | -1.1% | +53.0% |
| All | +433.0% | -15.6% | +448.7% | +293.3% |
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