-99.8%
AMIX vs PTEN
+30.0%
-129.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.1% |
| 7D | -13.7% | +0.7% | -14.4% | -13.5% |
| 30D | -62.1% | +31.2% | -93.3% | -60.2% |
| 3M | -46.2% | +2.0% | -48.2% | -44.3% |
| 6M | -46.4% | +42.4% | -88.8% | -44.6% |
| YTD | -60.3% | +109.2% | -169.5% | -59.1% |
| 1Y | -79.7% | +122.3% | -202.0% | -79.1% |
| All | -99.8% | +30.0% | -129.8% | -99.8% |
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