+452.3%
SIMO vs PTEN
-1.7%
+454.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.9% | +4.2% | +5.7% |
| 7D | +14.6% | -1.0% | +15.6% | +14.9% |
| 30D | +6.2% | +29.3% | -23.1% | -0.5% |
| 3M | +3.6% | +7.2% | -3.7% | +1.0% |
| 6M | +130.8% | +43.5% | +87.2% | +109.0% |
| YTD | +195.8% | +113.2% | +82.5% | +142.2% |
| 1Y | +225.0% | +135.1% | +89.9% | +158.3% |
| 3Y | +452.3% | -4.8% | +457.1% | +368.0% |
| All | +452.3% | -1.7% | +454.0% | +368.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling