+52.5%
SOXX vs PTEN
+79.8%
-27.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.4% | +6.2% | -2.7% |
| 7D | -13.7% | -15.5% | +1.8% | -13.1% |
| 30D | -23.6% | -7.8% | -15.8% | -23.2% |
| 3M | -16.9% | +6.4% | -23.3% | -16.6% |
| 6M | -2.4% | -11.9% | +9.5% | -2.5% |
| YTD | +49.8% | +79.4% | -29.6% | +34.8% |
| 1Y | +52.5% | +84.9% | -32.4% | +36.2% |
| All | +52.5% | +79.8% | -27.3% | +36.2% |
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