+44.6%
SMCI vs PTEN
-3.7%
+48.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | +3.5% | -2.2% | +0.4% |
| 30D | +6.6% | +17.5% | -10.9% | +1.8% |
| 3M | +25.4% | +12.7% | +12.7% | +20.3% |
| 6M | +26.1% | +33.1% | -6.9% | +10.4% |
| YTD | +37.0% | +116.4% | -79.4% | -0.9% |
| 1Y | -8.8% | +141.2% | -149.9% | -37.7% |
| 3Y | +44.6% | -3.8% | +48.4% | +12.1% |
| All | +44.6% | -3.7% | +48.3% | +12.1% |
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