+938.2%
MU vs PTEN
+49.0%
+889.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.2% |
| 7D | +12.8% | +10.6% | +2.2% | +10.1% |
| 30D | -14.9% | -4.9% | -9.9% | -13.7% |
| 3M | -18.0% | +1.4% | -19.5% | -18.4% |
| 6M | -3.1% | -7.0% | +3.9% | -2.7% |
| YTD | +172.9% | +84.8% | +88.1% | +126.8% |
| 1Y | +228.8% | +95.7% | +133.2% | +168.9% |
| 3Y | +950.8% | +2.0% | +948.9% | +844.2% |
| All | +938.2% | +49.0% | +889.2% | +719.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling