-18.3%
AMRZ vs PTEN
+107.7%
-126.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.2% |
| 7D | -2.0% | -1.0% | -1.0% | -2.0% |
| 30D | -9.8% | +29.3% | -39.1% | -8.6% |
| 3M | -17.2% | +7.2% | -24.5% | -15.8% |
| 6M | -26.9% | +43.5% | -70.5% | -28.6% |
| YTD | -21.5% | +113.2% | -134.7% | -27.9% |
| 1Y | -22.9% | +135.1% | -158.0% | -30.8% |
| All | -18.3% | +107.7% | -126.0% | -27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling