+392.0%
SIMO vs PTEN
-43.7%
+435.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.7% | -2.0% |
| 7D | -16.0% | -14.5% | -1.6% | -14.2% |
| 30D | -35.8% | -11.1% | -24.6% | -34.6% |
| 3M | -26.5% | -7.8% | -18.7% | -25.6% |
| 6M | -33.0% | -10.5% | -22.5% | -32.2% |
| YTD | +84.3% | +69.3% | +15.1% | +72.2% |
| 1Y | +82.0% | +70.5% | +11.5% | +69.8% |
| 3Y | +218.5% | -7.1% | +225.6% | +210.9% |
| 5Y | +175.0% | +29.1% | +145.9% | +150.4% |
| All | +392.0% | -43.7% | +435.7% | +334.7% |
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