+407.0%
TSM vs PTEN
-3.1%
+410.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -3.0% | -1.2% |
| 7D | +4.8% | -1.7% | +6.5% | +5.0% |
| 30D | +4.0% | +18.6% | -14.6% | +1.2% |
| 3M | +2.0% | +12.5% | -10.5% | -0.5% |
| 6M | +25.5% | +41.9% | -16.4% | +15.5% |
| YTD | +44.0% | +117.8% | -73.8% | +19.9% |
| 1Y | +75.4% | +145.3% | -69.9% | +41.1% |
| All | +407.0% | -3.1% | +410.1% | +351.2% |
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 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