-11.5%
SNPS vs PTEN
-0.1%
-11.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.3% |
| 7D | +5.1% | +7.2% | -2.2% | +3.7% |
| 30D | -6.4% | -7.4% | +0.9% | -5.5% |
| 3M | +12.2% | -2.4% | +14.6% | +11.9% |
| 6M | -9.8% | -10.0% | +0.2% | -9.1% |
| YTD | -1.5% | +79.7% | -81.2% | -17.0% |
| 1Y | +16.0% | +86.5% | -70.5% | -3.3% |
| All | -11.5% | -0.1% | -11.4% | -20.6% |
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