-25.2%
AFRM vs PTEN
+126.2%
-151.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.0% |
| 7D | +3.1% | -1.0% | +4.1% | +3.4% |
| 30D | -4.2% | +29.3% | -33.5% | -12.4% |
| 3M | +10.1% | +7.2% | +2.9% | +5.1% |
| 6M | +39.4% | +43.5% | -4.1% | +16.5% |
| YTD | -3.2% | +113.2% | -116.4% | -31.0% |
| 1Y | -16.1% | +135.1% | -151.1% | -43.4% |
| 3Y | +220.8% | -4.8% | +225.6% | +188.8% |
| 5Y | -17.7% | +94.6% | -112.3% | -29.6% |
| All | -25.2% | +126.2% | -151.4% | -41.4% |
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