+146.9%
SMTC vs PTEN
+135.2%
+11.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.3% | +9.3% |
| 7D | +12.7% | +0.7% | +12.0% | +12.6% |
| 30D | +22.0% | +31.2% | -9.3% | +19.2% |
| 3M | -12.7% | +2.0% | -14.7% | -14.5% |
| 6M | +64.8% | +42.4% | +22.4% | +58.7% |
| YTD | +100.7% | +109.2% | -8.5% | +85.8% |
| 1Y | +146.9% | +122.3% | +24.6% | +126.4% |
| All | +146.9% | +135.2% | +11.7% | +126.4% |
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