+102.4%
FN vs PTEN
-13.8%
+116.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.3% | +12.0% | +11.7% |
| 7D | 0.0% | -25.5% | +25.5% | +6.5% |
| 30D | -34.3% | -11.7% | -22.6% | -32.5% |
| 3M | -39.9% | -0.5% | -39.4% | -40.2% |
| 6M | -51.8% | -12.9% | -39.0% | -50.8% |
| YTD | -28.1% | +67.1% | -95.2% | -39.6% |
| 1Y | -29.1% | +70.5% | -99.6% | -40.8% |
| 3Y | +102.4% | -10.4% | +112.9% | +84.0% |
| All | +102.4% | -13.8% | +116.2% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling