+69.0%
AMP vs PTEN
-3.7%
+72.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -0.5% | +3.5% | -4.0% | -1.1% |
| 30D | -1.3% | +17.5% | -18.9% | -4.3% |
| 3M | +24.2% | +12.7% | +11.5% | +20.9% |
| 6M | +24.6% | +33.1% | -8.5% | +15.6% |
| YTD | +14.8% | +116.4% | -101.6% | -5.4% |
| 1Y | +12.8% | +141.2% | -128.4% | -10.2% |
| 3Y | +69.0% | -3.8% | +72.8% | +49.5% |
| All | +69.0% | -3.7% | +72.7% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling