+1,770.3%
SMCI vs PTEN
-15.6%
+1,786.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | +3.5% | -2.2% | +0.6% |
| 30D | +6.6% | +17.5% | -10.9% | +3.0% |
| 3M | +25.4% | +12.7% | +12.7% | +21.6% |
| 6M | +26.1% | +33.1% | -6.9% | +15.9% |
| YTD | +37.0% | +116.4% | -79.4% | +13.3% |
| 1Y | -8.8% | +141.2% | -149.9% | -26.7% |
| 3Y | +44.6% | -3.8% | +48.4% | +35.3% |
| 5Y | +995.9% | +92.7% | +903.2% | +764.6% |
| All | +1,770.3% | -15.6% | +1,786.0% | +1,281.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling