+599.3%
MU vs PTEN
+144.8%
+454.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.9% |
| 7D | +2.0% | +2.8% | -0.8% | +1.7% |
| 30D | +12.5% | +17.6% | -5.0% | +10.5% |
| 3M | +9.6% | +8.2% | +1.4% | +6.9% |
| 6M | +142.6% | +38.1% | +104.5% | +123.3% |
| YTD | +242.7% | +117.3% | +125.4% | +175.5% |
| 1Y | +599.3% | +146.1% | +453.2% | +430.7% |
| All | +599.3% | +144.8% | +454.5% | +430.7% |
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