-80.9%
FIG vs PTEN
+127.6%
-208.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.3% |
| 7D | -14.5% | -1.7% | -12.8% | -14.4% |
| 30D | -13.3% | +18.6% | -31.9% | -14.1% |
| 3M | +7.4% | +12.5% | -5.0% | +7.7% |
| 6M | -27.8% | +41.9% | -69.6% | -29.3% |
| YTD | -41.1% | +117.8% | -158.9% | -46.0% |
| 1Y | -58.7% | +145.3% | -204.0% | -62.7% |
| All | -80.9% | +127.6% | -208.6% | -82.8% |
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