+62.5%
AFL vs PTEN
-3.7%
+66.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -1.6% | +3.5% | -5.1% | -1.9% |
| 30D | -4.0% | +17.5% | -21.6% | -5.3% |
| 3M | -0.5% | +12.7% | -13.2% | -1.7% |
| 6M | +6.5% | +33.1% | -26.6% | +3.2% |
| YTD | +6.2% | +116.4% | -110.3% | -2.6% |
| 1Y | +8.3% | +141.2% | -132.9% | -2.3% |
| 3Y | +62.5% | -3.8% | +66.3% | +59.6% |
| All | +62.5% | -3.7% | +66.3% | +59.6% |
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