+22,982.3%
MU vs PTEN
+1,889.0%
+21,093.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.3% |
| 7D | +9.0% | +0.7% | +8.3% | +8.7% |
| 30D | +13.8% | +31.2% | -17.4% | +6.2% |
| 3M | +2.1% | +2.0% | +0.1% | +0.8% |
| 6M | +153.8% | +42.4% | +111.4% | +127.9% |
| YTD | +256.4% | +109.2% | +147.2% | +190.4% |
| 1Y | +719.8% | +122.3% | +597.5% | +554.9% |
| 3Y | +1,360.4% | -5.6% | +1,365.9% | +1,292.9% |
| 5Y | +1,312.4% | +86.5% | +1,225.9% | +952.5% |
| 10Y | +6,142.6% | -22.1% | +6,164.7% | +4,385.0% |
| All | +22,982.3% | +1,889.0% | +21,093.3% | +10,871.3% |
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