+82.0%
SIMO vs PTEN
+69.7%
+12.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.7% | -2.3% |
| 7D | -16.0% | -14.5% | -1.6% | -12.1% |
| 30D | -35.8% | -11.1% | -24.6% | -33.0% |
| 3M | -26.5% | -7.8% | -18.7% | -23.6% |
| 6M | -33.0% | -10.5% | -22.5% | -30.7% |
| YTD | +84.3% | +69.3% | +15.1% | +79.4% |
| 1Y | +82.0% | +70.5% | +11.5% | +76.9% |
| All | +82.0% | +69.7% | +12.3% | +76.9% |
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