-34.6%
SNPS vs PTEN
+135.2%
-169.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -5.3% |
| 7D | -11.0% | +0.7% | -11.7% | -11.1% |
| 30D | -1.7% | +31.2% | -33.0% | -3.9% |
| 3M | -20.4% | +2.0% | -22.4% | -19.6% |
| 6M | -8.6% | +42.4% | -51.0% | -13.8% |
| YTD | -16.2% | +109.2% | -125.4% | -27.9% |
| 1Y | -34.6% | +122.3% | -156.9% | -45.8% |
| All | -34.6% | +135.2% | -169.8% | -45.8% |
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