+62,999.7%
SMTC vs PTEN
+1,889.0%
+61,110.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.3% | +9.4% |
| 7D | +12.7% | +0.7% | +12.0% | +12.5% |
| 30D | +22.0% | +31.2% | -9.3% | +15.0% |
| 3M | -12.7% | +2.0% | -14.7% | -13.5% |
| 6M | +64.8% | +42.4% | +22.4% | +50.3% |
| YTD | +100.7% | +109.2% | -8.5% | +67.9% |
| 1Y | +146.9% | +122.3% | +24.6% | +102.7% |
| 3Y | +456.8% | -5.6% | +462.4% | +430.7% |
| 5Y | +89.2% | +86.5% | +2.7% | +48.0% |
| 10Y | +426.9% | -22.1% | +449.0% | +299.8% |
| All | +62,999.7% | +1,889.0% | +61,110.8% | +30,419.7% |
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 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