-22.9%
AMRZ vs PTEN
+131.4%
-154.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.1% |
| 7D | -2.0% | -1.0% | -1.0% | -2.1% |
| 30D | -9.8% | +29.3% | -39.1% | -7.7% |
| 3M | -17.2% | +7.2% | -24.5% | -15.4% |
| 6M | -26.9% | +43.5% | -70.5% | -28.0% |
| YTD | -21.5% | +113.2% | -134.7% | -27.4% |
| 1Y | -22.9% | +135.1% | -158.0% | -30.9% |
| All | -22.9% | +131.4% | -154.2% | -30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling