+173.7%
AFRM vs PTEN
-9.2%
+182.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -7.5% | -16.4% | +8.9% | -2.7% |
| 30D | -15.7% | -12.8% | -2.9% | -13.1% |
| 3M | -9.6% | +0.7% | -10.3% | -12.4% |
| 6M | +6.3% | -12.2% | +18.5% | +5.5% |
| YTD | -8.6% | +66.1% | -74.7% | -37.9% |
| 1Y | -7.6% | +69.2% | -76.8% | -38.7% |
| 3Y | +173.7% | -8.2% | +181.9% | +149.9% |
| All | +173.7% | -9.2% | +182.9% | +149.9% |
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 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