+15.3%
AMT vs PTEN
-5.9%
+21.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.8% |
| 7D | +1.6% | -14.5% | +16.1% | +1.2% |
| 30D | +4.5% | -11.1% | +15.6% | +4.1% |
| 3M | +13.8% | -7.8% | +21.6% | +13.6% |
| 6M | +10.0% | -10.5% | +20.5% | +9.8% |
| YTD | +11.8% | +69.3% | -57.5% | +12.9% |
| 1Y | +10.2% | +70.5% | -60.3% | +11.4% |
| All | +15.3% | -5.9% | +21.1% | +16.1% |
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 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