+131.7%
FHN vs PTEN
-3.1%
+134.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.8% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | -2.6% | +18.6% | -21.2% | -6.3% |
| 3M | 0.0% | +12.5% | -12.4% | -3.2% |
| 6M | +9.2% | +41.9% | -32.6% | -2.7% |
| YTD | +4.3% | +117.8% | -113.4% | -18.8% |
| 1Y | +10.8% | +145.3% | -134.6% | -18.1% |
| All | +131.7% | -3.1% | +134.8% | +102.3% |
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