-68.4%
FLNC vs PTEN
+79.8%
-148.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -9.4% | +19.5% | +10.9% |
| 7D | -2.1% | -15.5% | +13.4% | -0.5% |
| 30D | -20.8% | -7.8% | -13.0% | -20.2% |
| 3M | -61.3% | +6.4% | -67.7% | -61.6% |
| 6M | -50.9% | -11.9% | -39.0% | -49.9% |
| YTD | -69.4% | +79.4% | -148.7% | -78.8% |
| 1Y | -68.4% | +84.9% | -153.3% | -78.7% |
| All | -68.4% | +79.8% | -148.2% | -78.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling