+508.9%
AXTI vs PTEN
+210.9%
+298.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.1% |
| 7D | +15.1% | +2.8% | +12.3% | +14.4% |
| 30D | -12.3% | +17.6% | -29.9% | -15.3% |
| 3M | -24.1% | +8.2% | -32.3% | -25.8% |
| 6M | +46.0% | +38.1% | +7.9% | +34.8% |
| YTD | +295.7% | +117.3% | +178.4% | +231.9% |
| 1Y | +1,825.6% | +146.1% | +1,679.5% | +1,474.5% |
| 3Y | +2,630.0% | -3.0% | +2,633.0% | +2,550.1% |
| 5Y | +601.0% | +93.5% | +507.5% | +449.6% |
| 10Y | +1,459.0% | -16.8% | +1,475.8% | +1,080.5% |
| All | +508.9% | +210.9% | +298.0% | +146.4% |
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