-2.7%
SMCI vs PTEN
+135.2%
-137.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +4.5% |
| 7D | +6.8% | +0.7% | +6.1% | +6.8% |
| 30D | +30.6% | +31.2% | -0.7% | +30.8% |
| 3M | -15.6% | +2.0% | -17.6% | -16.9% |
| 6M | +21.3% | +42.4% | -21.2% | +12.0% |
| YTD | +35.3% | +109.2% | -73.9% | +15.1% |
| 1Y | -2.7% | +122.3% | -125.0% | -19.7% |
| All | -2.7% | +135.2% | -137.9% | -19.7% |
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 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