+61.9%
FDX vs PTEN
-5.2%
+67.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -2.9% |
| 7D | -3.3% | -1.0% | -2.3% | -3.2% |
| 30D | -1.4% | +29.3% | -30.7% | -5.6% |
| 3M | -4.5% | +7.2% | -11.8% | -6.2% |
| 6M | +9.4% | +43.5% | -34.1% | 0.0% |
| YTD | +36.0% | +113.2% | -77.2% | +13.6% |
| 1Y | +75.5% | +135.1% | -59.6% | +42.1% |
| All | +61.9% | -5.2% | +67.1% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling