+34.1%
NXPI vs PTEN
+90.8%
-56.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.0% |
| 7D | +6.8% | +10.6% | -3.8% | +6.2% |
| 30D | +20.0% | -4.9% | +25.0% | +20.0% |
| 3M | +14.8% | +1.4% | +13.4% | +14.7% |
| 6M | -10.5% | -7.0% | -3.4% | -9.8% |
| YTD | +23.7% | +84.8% | -61.0% | +11.2% |
| 1Y | +34.1% | +95.7% | -61.6% | +16.3% |
| All | +34.1% | +90.8% | -56.7% | +16.3% |
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 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