-99.9%
AMIX vs PTEN
+5.2%
-105.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.9% | +6.9% | +9.1% |
| 7D | +11.4% | -14.5% | +25.9% | +8.6% |
| 30D | -40.5% | -11.1% | -29.4% | -41.4% |
| 3M | -80.1% | -7.8% | -72.3% | -80.2% |
| 6M | -74.8% | -10.5% | -64.3% | -74.7% |
| YTD | -84.0% | +69.3% | -153.3% | -84.0% |
| 1Y | -89.7% | +70.5% | -160.2% | -89.7% |
| All | -99.9% | +5.2% | -105.1% | -99.9% |
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