+530.1%
SMTC vs PTEN
-15.6%
+545.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | +13.1% | +3.5% | +9.6% | +12.2% |
| 30D | +19.5% | +17.5% | +1.9% | +15.2% |
| 3M | +2.2% | +12.7% | -10.5% | -1.0% |
| 6M | +94.9% | +33.1% | +61.8% | +79.2% |
| YTD | +127.0% | +116.4% | +10.5% | +85.2% |
| 1Y | +174.6% | +141.2% | +33.4% | +117.1% |
| 3Y | +615.9% | -3.8% | +619.7% | +572.2% |
| 5Y | +125.6% | +92.7% | +32.9% | +71.1% |
| All | +530.1% | -15.6% | +545.8% | +315.4% |
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 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