+282.9%
SMH vs PTEN
-3.7%
+286.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +0.3% | +3.5% | -3.2% | -0.4% |
| 30D | -2.8% | +17.5% | -20.3% | -6.0% |
| 3M | -6.7% | +12.7% | -19.4% | -9.5% |
| 6M | +41.8% | +33.1% | +8.7% | +30.2% |
| YTD | +57.9% | +116.4% | -58.6% | +27.1% |
| 1Y | +87.6% | +141.2% | -53.5% | +45.3% |
| 3Y | +282.9% | -3.8% | +286.7% | +224.1% |
| All | +282.9% | -3.7% | +286.7% | +224.1% |
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