+15,362.3%
AME vs PTEN
+1,889.0%
+13,473.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +0.6% | +0.7% | -0.1% | +0.5% |
| 30D | -6.7% | +31.2% | -37.9% | -10.8% |
| 3M | +4.1% | +2.0% | +2.0% | +2.8% |
| 6M | +1.6% | +42.4% | -40.8% | -5.6% |
| YTD | +16.1% | +109.2% | -93.1% | +1.4% |
| 1Y | +27.3% | +122.3% | -95.0% | +9.5% |
| 3Y | +50.9% | -5.6% | +56.4% | +43.7% |
| 5Y | +81.4% | +86.5% | -5.1% | +46.5% |
| 10Y | +417.0% | -22.1% | +439.1% | +304.8% |
| All | +15,362.3% | +1,889.0% | +13,473.3% | +8,698.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling