-31.6%
AFRM vs PTEN
+79.5%
-111.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.6% |
| 7D | -8.4% | -14.5% | +6.1% | -4.2% |
| 30D | -18.3% | -11.1% | -7.1% | -16.2% |
| 3M | -12.7% | -7.8% | -4.9% | -12.2% |
| 6M | +3.0% | -10.5% | +13.5% | +1.9% |
| YTD | -11.4% | +69.3% | -80.7% | -33.2% |
| 1Y | -13.3% | +70.5% | -83.9% | -35.3% |
| 3Y | +194.0% | -7.1% | +201.1% | +164.1% |
| 5Y | -50.6% | +29.1% | -79.7% | -54.6% |
| All | -31.6% | +79.5% | -111.1% | -43.2% |
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 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