+579.5%
SIMO vs PTEN
-21.6%
+601.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.8% |
| 7D | +14.5% | -1.7% | +16.2% | +14.8% |
| 30D | +20.4% | +18.6% | +1.8% | +17.9% |
| 3M | +7.1% | +12.5% | -5.3% | +5.2% |
| 6M | +129.2% | +41.9% | +87.4% | +118.2% |
| YTD | +201.9% | +117.8% | +84.2% | +172.5% |
| 1Y | +235.5% | +145.3% | +90.2% | +198.0% |
| 3Y | +463.8% | -2.8% | +466.6% | +441.8% |
| 5Y | +306.7% | +93.4% | +213.3% | +250.3% |
| 10Y | +579.5% | -16.6% | +596.0% | +435.6% |
| All | +579.5% | -21.6% | +601.0% | +435.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling