+2,896.5%
FDX vs PTEN
+1,889.0%
+1,007.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.4% |
| 7D | -2.5% | +0.7% | -3.2% | -2.7% |
| 30D | +3.8% | +31.2% | -27.4% | -0.2% |
| 3M | -1.3% | +2.0% | -3.3% | -2.3% |
| 6M | +5.0% | +42.4% | -37.4% | -1.5% |
| YTD | +39.6% | +109.2% | -69.6% | +24.0% |
| 1Y | +81.1% | +122.3% | -41.2% | +58.7% |
| 3Y | +63.0% | -5.6% | +68.6% | +56.8% |
| 5Y | +65.6% | +86.5% | -20.9% | +39.2% |
| 10Y | +183.4% | -22.1% | +205.5% | +132.3% |
| All | +2,896.5% | +1,889.0% | +1,007.5% | +1,917.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling