+2.0%
FISV vs PTEN
-15.6%
+17.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | -2.7% | +3.5% | -6.1% | -3.1% |
| 30D | 0.0% | +17.5% | -17.5% | -1.8% |
| 3M | -2.8% | +12.7% | -15.5% | -4.5% |
| 6M | -11.8% | +33.1% | -44.9% | -15.4% |
| YTD | -23.2% | +116.4% | -139.6% | -30.5% |
| 1Y | -62.0% | +141.2% | -203.2% | -66.3% |
| 3Y | -57.6% | -3.8% | -53.8% | -59.1% |
| 5Y | -53.4% | +92.7% | -146.1% | -60.2% |
| All | +2.0% | -15.6% | +17.6% | -26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling