-91.6%
AMIX vs PTEN
+69.1%
-160.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.2% |
| 7D | -16.0% | -25.5% | +9.5% | -30.5% |
| 30D | -55.4% | -11.7% | -43.8% | -57.8% |
| 3M | -87.5% | -0.5% | -87.0% | -86.8% |
| 6M | -81.2% | -12.9% | -68.3% | -81.2% |
| YTD | -86.8% | +67.1% | -153.9% | -80.8% |
| 1Y | -91.6% | +70.5% | -162.1% | -87.0% |
| All | -91.6% | +69.1% | -160.7% | -87.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling