+9,138.4%
MCHP vs PTEN
+1,965.8%
+7,172.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -2.1% | +2.8% | -4.9% | -2.6% |
| 30D | -11.1% | +17.6% | -28.7% | -13.9% |
| 3M | -18.1% | +8.2% | -26.3% | -20.1% |
| 6M | +10.8% | +38.1% | -27.3% | +2.3% |
| YTD | +14.2% | +117.3% | -103.0% | -3.7% |
| 1Y | +13.5% | +146.1% | -132.6% | -6.9% |
| 3Y | -2.0% | -3.0% | +1.0% | -6.3% |
| 5Y | +1.4% | +93.5% | -92.1% | -18.8% |
| 10Y | +195.5% | -16.8% | +212.2% | +127.2% |
| All | +9,138.4% | +1,965.8% | +7,172.6% | +4,191.7% |
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