+1,270.6%
SMH vs PTEN
+61.6%
+1,209.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.3% |
| 7D | +4.3% | -1.7% | +6.0% | +4.6% |
| 30D | +0.9% | +18.6% | -17.7% | -2.7% |
| 3M | -2.8% | +12.5% | -15.3% | -6.1% |
| 6M | +45.6% | +41.9% | +3.8% | +32.7% |
| YTD | +59.5% | +117.8% | -58.3% | +32.5% |
| 1Y | +93.4% | +145.3% | -51.9% | +55.9% |
| 3Y | +287.1% | -2.8% | +289.9% | +264.1% |
| 5Y | +338.0% | +93.4% | +244.6% | +234.4% |
| 10Y | +1,876.8% | -16.6% | +1,893.4% | +1,324.7% |
| All | +1,270.6% | +61.6% | +1,209.0% | +521.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling