+743.4%
AXTI vs PTEN
+87.9%
+655.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +5.1% | +3.5% | +1.6% | +4.0% |
| 30D | -17.5% | +17.5% | -35.0% | -21.2% |
| 3M | -26.7% | +12.7% | -39.4% | -29.8% |
| 6M | +36.8% | +33.1% | +3.7% | +23.9% |
| YTD | +296.1% | +116.4% | +179.7% | +215.4% |
| 1Y | +1,810.6% | +141.2% | +1,669.4% | +1,378.6% |
| 3Y | +2,587.6% | -3.8% | +2,591.3% | +2,357.1% |
| All | +743.4% | +87.9% | +655.5% | +533.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling