-99.9%
AMIX vs PTEN
+11.7%
-111.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.4% | -10.8% | -8.0% |
| 7D | -10.9% | +7.2% | -18.1% | -9.6% |
| 30D | -55.0% | -7.4% | -47.6% | -55.3% |
| 3M | -82.0% | -2.4% | -79.6% | -81.9% |
| 6M | -80.4% | -10.0% | -70.4% | -80.1% |
| YTD | -88.3% | +79.7% | -168.0% | -88.1% |
| 1Y | -92.4% | +86.5% | -178.9% | -92.3% |
| All | -99.9% | +11.7% | -111.6% | -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 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