+3,050.7%
SNPS vs PTEN
+1,889.0%
+1,161.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.1% |
| 3M | -20.4% | +2.0% | -22.4% | -21.0% |
| 6M | -8.6% | +42.4% | -51.0% | -13.4% |
| YTD | -16.2% | +109.2% | -125.4% | -24.4% |
| 1Y | -34.6% | +122.3% | -156.9% | -41.6% |
| 3Y | -14.5% | -5.6% | -8.9% | -17.2% |
| 5Y | +17.0% | +86.5% | -69.5% | +0.8% |
| 10Y | +560.0% | -22.1% | +582.2% | +445.8% |
| All | +3,050.7% | +1,889.0% | +1,161.8% | +1,650.8% |
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 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