-45.6%
FLEX vs PTEN
-9.3%
-36.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +3.2% |
| 7D | +2.2% | -2.2% | +4.4% | +2.7% |
| 30D | -32.6% | -8.0% | -24.6% | -31.5% |
| 3M | -35.5% | -5.0% | -30.5% | -34.4% |
| 6M | -45.6% | -10.6% | -34.9% | -47.6% |
| All | -45.6% | -9.3% | -36.3% | -47.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling