+58.8%
FDX vs PTEN
+69.7%
-10.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.3% |
| 7D | +0.5% | -14.5% | +14.9% | -0.4% |
| 30D | +9.5% | -11.1% | +20.7% | +8.8% |
| 3M | -1.3% | -7.8% | +6.5% | -1.9% |
| 6M | +5.5% | -10.5% | +16.0% | +3.8% |
| YTD | +38.9% | +69.3% | -30.4% | +27.3% |
| 1Y | +58.8% | +70.5% | -11.7% | +45.4% |
| All | +58.8% | +69.7% | -10.9% | +45.4% |
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