+34.7%
NXPI vs PTEN
+49.0%
-14.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.4% |
| 7D | +6.8% | +10.6% | -3.8% | +4.6% |
| 30D | +20.0% | -4.9% | +25.0% | +20.7% |
| 3M | +14.8% | +1.4% | +13.4% | +13.6% |
| 6M | -10.5% | -7.0% | -3.4% | -10.7% |
| YTD | +23.7% | +84.8% | -61.0% | +4.4% |
| 1Y | +34.1% | +95.7% | -61.6% | +11.5% |
| 3Y | +51.2% | +2.0% | +49.3% | +36.5% |
| All | +34.7% | +49.0% | -14.3% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling