+890.0%
FN vs PTEN
-24.5%
+914.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.9% |
| 7D | +3.5% | -1.0% | +4.6% | +3.7% |
| 30D | -26.0% | +29.3% | -55.3% | -29.4% |
| 3M | -33.3% | +7.2% | -40.5% | -34.5% |
| 6M | -14.9% | +43.5% | -58.5% | -21.5% |
| YTD | -8.6% | +113.2% | -121.8% | -21.6% |
| 1Y | +12.3% | +135.1% | -122.8% | -5.8% |
| 3Y | +174.4% | -4.8% | +179.2% | +160.5% |
| 5Y | +296.4% | +94.6% | +201.8% | +215.9% |
| 10Y | +890.0% | -24.2% | +914.2% | +650.7% |
| All | +890.0% | -24.5% | +914.5% | +650.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling