+74.2%
FDX vs PTEN
-9.2%
+83.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.6% |
| 7D | +0.2% | -16.4% | +16.6% | +2.6% |
| 30D | +9.3% | -12.8% | +22.1% | +10.8% |
| 3M | +0.5% | +0.7% | -0.2% | -1.0% |
| 6M | +5.3% | -12.2% | +17.5% | +5.3% |
| YTD | +38.6% | +66.1% | -27.5% | +17.9% |
| 1Y | +53.5% | +69.2% | -15.7% | +29.6% |
| 3Y | +74.2% | -8.2% | +82.4% | +58.0% |
| All | +74.2% | -9.2% | +83.5% | +58.0% |
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