-80.5%
FCUV vs PTEN
+135.2%
-215.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.0% | -12.6% | -12.1% |
| 7D | +62.8% | +0.7% | +62.1% | +59.7% |
| 30D | +66.5% | +31.2% | +35.3% | +6.1% |
| 3M | +459.9% | +2.0% | +457.9% | +339.7% |
| 6M | -12.4% | +42.4% | -54.8% | -44.3% |
| YTD | -47.5% | +109.2% | -156.7% | -73.5% |
| 1Y | -80.5% | +122.3% | -202.8% | -90.6% |
| All | -80.5% | +135.2% | -215.7% | -90.6% |
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