+2.0%
MU vs PTEN
-9.3%
+11.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.7% | +8.2% | +10.9% |
| 7D | +2.0% | -2.2% | +4.2% | +2.8% |
| 30D | -18.0% | -8.0% | -9.9% | -15.9% |
| 3M | -6.6% | -5.0% | -1.5% | -4.3% |
| 6M | +2.0% | -10.6% | +12.7% | -4.4% |
| All | +2.0% | -9.3% | +11.3% | -4.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling