+100.5%
SIMO vs PTEN
+79.8%
+20.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -9.4% | -0.2% | -7.1% |
| 7D | -16.9% | -15.5% | -1.4% | -13.0% |
| 30D | -35.4% | -7.8% | -27.6% | -33.6% |
| 3M | -31.9% | +6.4% | -38.3% | -31.7% |
| 6M | -19.3% | -11.9% | -7.4% | -17.6% |
| YTD | +98.5% | +79.4% | +19.1% | +87.7% |
| 1Y | +100.5% | +84.9% | +15.6% | +86.5% |
| All | +100.5% | +79.8% | +20.7% | +86.5% |
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