+31.9%
NXPI vs PTEN
+79.8%
-47.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.4% | +10.2% | +1.1% |
| 7D | +5.3% | -15.5% | +20.8% | +5.8% |
| 30D | +9.5% | -7.8% | +17.3% | +9.7% |
| 3M | +12.0% | +6.4% | +5.6% | +11.9% |
| 6M | -8.1% | -11.9% | +3.7% | -7.3% |
| YTD | +23.7% | +79.4% | -55.7% | +13.7% |
| 1Y | +31.9% | +84.9% | -53.0% | +19.1% |
| All | +31.9% | +79.8% | -47.9% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling