+7,917.6%
FLEX vs PTEN
+2,156.7%
+5,760.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -10.1% | +31.2% | -41.4% | -15.9% |
| 3M | -31.3% | +2.0% | -33.4% | -32.4% |
| 6M | +71.3% | +42.4% | +28.9% | +53.4% |
| YTD | +81.2% | +109.2% | -27.9% | +48.0% |
| 1Y | +98.5% | +122.3% | -23.8% | +58.9% |
| 3Y | +428.2% | -5.6% | +433.8% | +399.2% |
| 5Y | +657.3% | +86.5% | +570.8% | +470.5% |
| 10Y | +995.9% | -22.1% | +1,018.1% | +691.8% |
| All | +7,917.6% | +2,156.7% | +5,760.9% | +4,072.3% |
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