+1,341.2%
MU vs PTEN
-1.7%
+1,342.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.2% |
| 7D | +7.2% | -1.0% | +8.2% | +7.4% |
| 30D | +14.0% | +29.3% | -15.3% | +4.6% |
| 3M | +5.4% | +7.2% | -1.8% | +1.6% |
| 6M | +170.3% | +43.5% | +126.7% | +129.1% |
| YTD | +250.7% | +113.2% | +137.4% | +151.8% |
| 1Y | +662.1% | +135.1% | +527.0% | +419.5% |
| 3Y | +1,341.2% | -4.8% | +1,346.0% | +1,069.5% |
| All | +1,341.2% | -1.7% | +1,342.9% | +1,069.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling