+298.7%
FLEX vs PTEN
-0.1%
+298.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.7% |
| 7D | +17.1% | +7.2% | +9.8% | +14.9% |
| 30D | -29.5% | -7.4% | -22.2% | -28.2% |
| 3M | -37.3% | -2.4% | -34.9% | -37.1% |
| 6M | -44.1% | -10.0% | -34.1% | -43.4% |
| YTD | +29.3% | +79.7% | -50.4% | -0.8% |
| 1Y | +24.2% | +86.5% | -62.3% | -6.2% |
| All | +298.7% | -0.1% | +298.8% | +245.7% |
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