+572.5%
SNPS vs PTEN
-15.6%
+588.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +0.9% | +3.5% | -2.6% | +0.5% |
| 30D | -3.6% | +17.5% | -21.2% | -5.3% |
| 3M | -12.9% | +12.7% | -25.6% | -14.4% |
| 6M | -8.2% | +33.1% | -41.3% | -11.7% |
| YTD | -15.4% | +116.4% | -131.8% | -22.8% |
| 1Y | -9.3% | +141.2% | -150.5% | -18.4% |
| 3Y | -14.0% | -3.8% | -10.2% | -17.3% |
| 5Y | +19.5% | +92.7% | -73.2% | +6.5% |
| All | +572.5% | -15.6% | +588.1% | +434.1% |
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