+295.8%
AFL vs PTEN
-15.6%
+311.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -1.6% | +3.5% | -5.1% | -2.2% |
| 30D | -4.0% | +17.5% | -21.6% | -6.7% |
| 3M | -0.5% | +12.7% | -13.2% | -3.2% |
| 6M | +6.5% | +33.1% | -26.6% | 0.0% |
| YTD | +6.2% | +116.4% | -110.3% | -8.7% |
| 1Y | +8.3% | +141.2% | -132.9% | -9.3% |
| 3Y | +62.5% | -3.8% | +66.3% | +54.2% |
| 5Y | +136.2% | +92.7% | +43.5% | +83.9% |
| All | +295.8% | -15.6% | +311.5% | +156.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling