+478.1%
FLEX vs PTEN
-1.7%
+479.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.5% | +3.9% |
| 7D | +7.0% | -1.0% | +8.0% | +7.2% |
| 30D | -5.8% | +29.3% | -35.1% | -11.6% |
| 3M | -24.2% | +7.2% | -31.4% | -26.1% |
| 6M | +90.8% | +43.5% | +47.3% | +65.2% |
| YTD | +89.2% | +113.2% | -24.0% | +42.4% |
| 1Y | +104.7% | +135.1% | -30.4% | +47.6% |
| 3Y | +478.1% | -4.8% | +482.9% | +356.8% |
| All | +478.1% | -1.7% | +479.8% | +356.8% |
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 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