+1,033.9%
FLEX vs PTEN
-15.3%
+1,049.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | +0.1% | +2.8% | -2.7% | -0.5% |
| 30D | -11.8% | +17.6% | -29.3% | -15.0% |
| 3M | -22.6% | +8.2% | -30.7% | -24.6% |
| 6M | +77.3% | +38.1% | +39.2% | +60.3% |
| YTD | +78.8% | +117.3% | -38.5% | +44.8% |
| 1Y | +86.1% | +146.1% | -60.0% | +45.7% |
| 3Y | +446.2% | -3.0% | +449.3% | +409.7% |
| 5Y | +689.7% | +93.5% | +596.2% | +493.1% |
| All | +1,033.9% | -15.3% | +1,049.2% | +641.8% |
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 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