+529.2%
FAST vs PTEN
-43.2%
+572.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.1% | -25.5% | +27.6% | +5.1% |
| 30D | +6.9% | -11.7% | +18.5% | +8.0% |
| 3M | +4.8% | -0.5% | +5.3% | +4.3% |
| 6M | +19.8% | -12.9% | +32.6% | +20.3% |
| YTD | +34.9% | +67.1% | -32.2% | +24.8% |
| 1Y | +32.8% | +70.5% | -37.8% | +22.5% |
| 3Y | +93.7% | -10.4% | +104.2% | +87.3% |
| 5Y | +105.3% | +23.7% | +81.7% | +84.3% |
| All | +529.2% | -43.2% | +572.3% | +455.3% |
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