-23.6%
FIS vs PTEN
-1.7%
-21.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.9% | -7.8% | -6.0% |
| 7D | -3.5% | -1.0% | -2.4% | -3.4% |
| 30D | -7.8% | +29.3% | -37.1% | -9.5% |
| 3M | +0.8% | +7.2% | -6.4% | +0.5% |
| 6M | -21.9% | +43.5% | -65.4% | -24.8% |
| YTD | -39.5% | +113.2% | -152.7% | -44.3% |
| 1Y | -41.0% | +135.1% | -176.1% | -46.7% |
| 3Y | -23.6% | -4.8% | -18.8% | -25.4% |
| All | -23.6% | -1.7% | -21.9% | -25.4% |
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