+8,132.1%
AFL vs PTEN
+1,970.6%
+6,161.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.7% |
| 7D | -2.1% | -1.7% | -0.5% | -1.9% |
| 30D | -5.4% | +18.6% | -24.0% | -8.4% |
| 3M | -0.3% | +12.5% | -12.7% | -3.2% |
| 6M | +5.2% | +41.9% | -36.7% | -2.8% |
| YTD | +5.7% | +117.8% | -112.1% | -9.9% |
| 1Y | +10.2% | +145.3% | -135.1% | -8.7% |
| 3Y | +63.4% | -2.8% | +66.2% | +53.6% |
| 5Y | +133.0% | +93.4% | +39.6% | +81.6% |
| 10Y | +299.5% | -16.6% | +316.1% | +198.3% |
| All | +8,132.1% | +1,970.6% | +6,161.5% | +4,630.9% |
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