+6,169.9%
MU vs PTEN
-21.6%
+6,191.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.6% | +2.3% |
| 7D | +7.5% | -1.7% | +9.2% | +7.8% |
| 30D | +19.4% | +18.6% | +0.8% | +14.8% |
| 3M | +9.8% | +12.5% | -2.6% | +6.0% |
| 6M | +164.1% | +41.9% | +122.3% | +139.0% |
| YTD | +260.3% | +117.8% | +142.5% | +194.2% |
| 1Y | +661.2% | +145.3% | +515.9% | +502.4% |
| 3Y | +1,380.8% | -2.8% | +1,383.7% | +1,289.8% |
| 5Y | +1,346.4% | +93.4% | +1,253.0% | +991.9% |
| 10Y | +6,169.9% | -16.6% | +6,186.5% | +4,286.2% |
| All | +6,169.9% | -21.6% | +6,191.5% | +4,286.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling