+2,851.8%
FISV vs PTEN
+1,970.6%
+881.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.1% | -6.5% | -4.6% |
| 7D | -6.4% | -1.7% | -4.7% | -6.3% |
| 30D | -6.8% | +18.6% | -25.4% | -9.0% |
| 3M | -10.0% | +12.5% | -22.4% | -11.9% |
| 6M | -20.6% | +41.9% | -62.5% | -25.0% |
| YTD | -27.6% | +117.8% | -145.4% | -35.4% |
| 1Y | -64.3% | +145.3% | -209.7% | -68.9% |
| 3Y | -60.0% | -2.8% | -57.2% | -61.8% |
| 5Y | -57.7% | +93.4% | -151.1% | -64.6% |
| 10Y | -3.0% | -16.6% | +13.6% | -22.6% |
| All | +2,851.8% | +1,970.6% | +881.2% | +1,449.9% |
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 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