-16.1%
AFRM vs PTEN
+131.4%
-147.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.1% |
| 7D | +3.1% | -1.0% | +4.1% | +2.9% |
| 30D | -4.2% | +29.3% | -33.5% | -0.2% |
| 3M | +10.1% | +7.2% | +2.9% | +13.8% |
| 6M | +39.4% | +43.5% | -4.1% | +41.0% |
| YTD | -3.2% | +113.2% | -116.4% | -7.7% |
| 1Y | -16.1% | +135.1% | -151.1% | -23.1% |
| All | -16.1% | +131.4% | -147.4% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling