+2,067.0%
FLUT vs PTEN
+45.6%
+2,021.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.5% |
| 7D | +3.8% | -1.0% | +4.8% | +3.9% |
| 30D | +6.3% | +29.3% | -23.0% | +4.5% |
| 3M | -4.0% | +7.2% | -11.3% | -4.7% |
| 6M | -10.3% | +43.5% | -53.8% | -12.8% |
| YTD | -53.2% | +113.2% | -166.4% | -55.7% |
| 1Y | -65.0% | +135.1% | -200.1% | -67.2% |
| 3Y | -43.9% | -4.8% | -39.1% | -45.1% |
| 5Y | -49.2% | +94.6% | -143.9% | -52.3% |
| 10Y | -9.2% | -24.2% | +15.0% | -14.9% |
| All | +2,067.0% | +45.6% | +2,021.3% | +1,725.9% |
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