+303.6%
SIMO vs PTEN
+88.2%
+215.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.9% | +4.2% | +5.9% |
| 7D | +14.6% | -1.0% | +15.6% | +14.8% |
| 30D | +6.2% | +29.3% | -23.1% | +2.0% |
| 3M | +3.6% | +7.2% | -3.7% | +1.9% |
| 6M | +130.8% | +43.5% | +87.2% | +117.3% |
| YTD | +195.8% | +113.2% | +82.5% | +162.9% |
| 1Y | +225.0% | +135.1% | +89.9% | +184.3% |
| 3Y | +452.3% | -4.8% | +457.1% | +413.8% |
| 5Y | +303.6% | +94.6% | +209.0% | +245.5% |
| All | +303.6% | +88.2% | +215.4% | +245.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling