+22.5%
FIGR vs PTEN
+149.9%
-127.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.4% |
| 7D | +14.9% | -1.7% | +16.5% | +14.8% |
| 30D | +32.3% | +18.6% | +13.7% | +31.7% |
| 3M | +34.8% | +12.5% | +22.3% | +38.0% |
| 6M | +16.8% | +41.9% | -25.1% | +7.7% |
| YTD | -6.7% | +117.8% | -124.4% | -30.9% |
| All | +22.5% | +149.9% | -127.3% | -16.5% |
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 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