-99.8%
FCUV vs PTEN
+87.9%
-187.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.4% |
| 7D | -66.5% | +3.5% | -69.9% | -67.4% |
| 30D | +5.0% | +17.5% | -12.6% | -3.1% |
| 3M | +63.8% | +12.7% | +51.1% | +51.5% |
| 6M | -67.8% | +33.1% | -100.9% | -71.3% |
| YTD | -82.4% | +116.4% | -198.8% | -85.5% |
| 1Y | -94.7% | +141.2% | -235.9% | -95.7% |
| 3Y | -99.3% | -3.8% | -95.5% | -99.3% |
| All | -99.8% | +87.9% | -187.7% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling