+18,323.9%
MU vs PTEN
+1,568.7%
+16,755.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.7% | +8.2% | +11.0% |
| 7D | +2.0% | -2.2% | +4.2% | +2.9% |
| 30D | -18.0% | -8.0% | -9.9% | -16.2% |
| 3M | -6.6% | -5.0% | -1.5% | -5.6% |
| 6M | +2.0% | -10.6% | +12.7% | +3.5% |
| YTD | +184.5% | +75.5% | +109.0% | +141.6% |
| 1Y | +236.9% | +70.2% | +166.7% | +187.7% |
| 3Y | +987.0% | -3.7% | +990.7% | +937.5% |
| 5Y | +1,014.6% | +34.9% | +979.7% | +802.7% |
| 10Y | +4,609.2% | -41.4% | +4,650.6% | +3,541.8% |
| All | +18,323.9% | +1,568.7% | +16,755.3% | +9,028.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling