+178.8%
FDX vs PTEN
-21.6%
+200.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.9% |
| 7D | -2.3% | -1.7% | -0.6% | -2.1% |
| 30D | -4.9% | +18.6% | -23.5% | -7.9% |
| 3M | -6.5% | +12.5% | -18.9% | -9.2% |
| 6M | +6.7% | +41.9% | -35.2% | -1.8% |
| YTD | +33.9% | +117.8% | -83.9% | +13.5% |
| 1Y | +72.2% | +145.3% | -73.1% | +41.9% |
| 3Y | +60.2% | -2.8% | +63.0% | +50.8% |
| 5Y | +62.9% | +93.4% | -30.5% | +26.6% |
| 10Y | +178.8% | -16.6% | +195.4% | +103.8% |
| All | +178.8% | -21.6% | +200.4% | +103.8% |
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