-55.8%
FIG vs PTEN
+135.2%
-191.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.3% | -4.3% |
| 7D | -16.3% | +0.7% | -17.0% | -16.4% |
| 30D | -14.3% | +31.2% | -45.5% | -16.5% |
| 3M | +7.2% | +2.0% | +5.1% | +8.6% |
| 6M | -18.6% | +42.4% | -61.0% | -22.9% |
| YTD | -35.5% | +109.2% | -144.7% | -46.4% |
| 1Y | -55.8% | +122.3% | -178.1% | -65.5% |
| All | -55.8% | +135.2% | -191.0% | -65.5% |
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