+581.2%
SMTC vs PTEN
-3.4%
+584.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | +17.5% | +2.8% | +14.7% | +16.7% |
| 30D | +21.3% | +17.6% | +3.7% | +16.3% |
| 3M | +3.1% | +8.2% | -5.0% | +0.3% |
| 6M | +81.7% | +38.1% | +43.6% | +62.4% |
| YTD | +115.9% | +117.3% | -1.3% | +66.3% |
| 1Y | +157.8% | +146.1% | +11.7% | +88.5% |
| All | +581.2% | -3.4% | +584.6% | +447.7% |
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