-3.7%
FISV vs PTEN
+79.8%
-83.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.4% | +15.6% | +5.5% |
| 7D | +29.6% | -15.5% | +45.1% | +28.2% |
| 30D | +34.5% | -7.8% | +42.3% | +33.6% |
| 3M | +11.2% | +6.4% | +4.8% | +11.0% |
| 6M | -1.2% | -11.9% | +10.7% | -0.5% |
| YTD | -7.6% | +79.4% | -87.0% | -11.0% |
| 1Y | -3.7% | +84.9% | -88.6% | -8.8% |
| All | -3.7% | +79.8% | -83.6% | -8.8% |
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 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