+826.4%
FN vs PTEN
-43.5%
+870.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.0% |
| 7D | +16.3% | -16.4% | +32.7% | +20.1% |
| 30D | -24.7% | -12.8% | -11.9% | -23.0% |
| 3M | -34.9% | +0.7% | -35.6% | -35.4% |
| 6M | -41.1% | -12.2% | -28.9% | -40.3% |
| YTD | -19.6% | +66.1% | -85.7% | -28.2% |
| 1Y | -18.5% | +69.2% | -87.7% | -27.5% |
| 3Y | +119.1% | -8.2% | +127.3% | +110.1% |
| 5Y | +206.9% | +19.2% | +187.7% | +166.6% |
| 10Y | +826.4% | -45.6% | +872.0% | +689.2% |
| All | +826.4% | -43.5% | +870.0% | +689.2% |
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