+2,155.8%
AMP vs PTEN
-41.2%
+2,196.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.0% | +2.8% | -4.8% | -2.9% |
| 30D | -1.7% | +17.6% | -19.2% | -7.0% |
| 3M | +23.2% | +8.2% | +15.0% | +17.8% |
| 6M | +22.2% | +38.1% | -15.9% | +6.2% |
| YTD | +14.0% | +117.3% | -103.3% | -14.9% |
| 1Y | +14.0% | +146.1% | -132.1% | -19.1% |
| 3Y | +67.0% | -3.0% | +70.0% | +50.2% |
| 5Y | +123.2% | +93.5% | +29.8% | +42.0% |
| 10Y | +578.5% | -16.8% | +595.3% | +303.0% |
| All | +2,155.8% | -41.2% | +2,196.9% | +746.8% |
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