+15.8%
NXPI vs PTEN
-3.1%
+18.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.4% | -0.7% |
| 7D | -2.3% | -1.7% | -0.6% | -1.9% |
| 30D | -4.3% | +18.6% | -22.9% | -8.3% |
| 3M | -24.7% | +12.5% | -37.1% | -27.5% |
| 6M | +9.7% | +41.9% | -32.1% | -2.1% |
| YTD | +3.8% | +117.8% | -114.0% | -19.3% |
| 1Y | +1.6% | +145.3% | -143.7% | -24.5% |
| All | +15.8% | -3.1% | +18.9% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling