-37.6%
SMCI vs PTEN
+79.8%
-117.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -9.4% | +3.7% | -5.8% |
| 7D | -17.3% | -15.5% | -1.9% | -17.4% |
| 30D | -31.5% | -7.8% | -23.7% | -31.1% |
| 3M | -6.6% | +6.4% | -13.0% | -5.6% |
| 6M | +6.0% | -11.9% | +17.9% | +4.2% |
| YTD | +1.1% | +79.4% | -78.3% | -21.3% |
| 1Y | -37.6% | +84.9% | -122.5% | -52.8% |
| All | -37.6% | +79.8% | -117.4% | -52.8% |
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