+236.9%
MU vs PTEN
+75.7%
+161.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.7% | +8.2% | +11.3% |
| 7D | +2.0% | -2.2% | +4.2% | +2.6% |
| 30D | -18.0% | -8.0% | -9.9% | -16.6% |
| 3M | -6.6% | -5.0% | -1.5% | -5.0% |
| 6M | +2.0% | -10.6% | +12.7% | +1.6% |
| YTD | +184.5% | +75.5% | +109.0% | +149.7% |
| 1Y | +236.9% | +70.2% | +166.7% | +199.7% |
| All | +236.9% | +75.7% | +161.2% | +199.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling