-51.7%
FIG vs PTEN
+79.8%
-131.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -9.4% | +14.6% | +4.9% |
| 7D | -4.7% | -15.5% | +10.8% | -5.0% |
| 30D | +0.5% | -7.8% | +8.3% | 0.0% |
| 3M | -18.4% | +6.4% | -24.8% | -18.9% |
| 6M | +10.9% | -11.9% | +22.7% | +12.8% |
| YTD | -40.8% | +79.4% | -120.2% | -44.6% |
| 1Y | -51.7% | +84.9% | -136.6% | -55.6% |
| All | -51.7% | +79.8% | -131.5% | -55.6% |
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