-98.0%
FCUV vs PTEN
+79.8%
-177.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -9.4% | +1.8% | +5.8% |
| 7D | -8.6% | -15.5% | +6.9% | +11.5% |
| 30D | -25.9% | -7.8% | -18.1% | -22.0% |
| 3M | -69.8% | +6.4% | -76.2% | -78.4% |
| 6M | -31.6% | -11.9% | -19.8% | -45.1% |
| YTD | -90.1% | +79.4% | -169.5% | -95.0% |
| 1Y | -98.0% | +84.9% | -182.9% | -99.0% |
| All | -98.0% | +79.8% | -177.8% | -99.0% |
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