-80.3%
FIG vs PTEN
+122.9%
-203.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.9% | -7.6% | -5.8% |
| 7D | -16.4% | -1.0% | -15.3% | -16.3% |
| 30D | -2.3% | +29.3% | -31.6% | -3.6% |
| 3M | +7.8% | +7.2% | +0.6% | +8.6% |
| 6M | -21.8% | +43.5% | -65.4% | -23.6% |
| YTD | -39.1% | +113.2% | -152.4% | -44.1% |
| 1Y | -56.6% | +135.1% | -191.7% | -61.3% |
| All | -80.3% | +122.9% | -203.2% | -82.2% |
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