+17.9%
SNPS vs PTEN
+94.7%
-76.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | 0.0% |
| 7D | -5.5% | -1.7% | -3.8% | -5.3% |
| 30D | -4.5% | +18.6% | -23.1% | -6.9% |
| 3M | -15.5% | +12.5% | -27.9% | -17.4% |
| 6M | -10.1% | +41.9% | -51.9% | -15.9% |
| YTD | -16.3% | +117.8% | -134.1% | -27.3% |
| 1Y | -34.9% | +145.3% | -180.3% | -44.8% |
| 3Y | -14.4% | -2.8% | -11.5% | -20.4% |
| 5Y | +17.9% | +93.4% | -75.5% | +0.4% |
| All | +17.9% | +94.7% | -76.8% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling