+47.7%
FND vs PTEN
-29.1%
+76.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -5.8% | +3.5% | -9.2% | -6.3% |
| 30D | -20.2% | +17.5% | -37.7% | -22.6% |
| 3M | -12.0% | +12.7% | -24.7% | -14.8% |
| 6M | -18.5% | +33.1% | -51.6% | -24.9% |
| YTD | -22.3% | +116.4% | -138.7% | -35.3% |
| 1Y | -47.6% | +141.2% | -188.8% | -57.6% |
| 3Y | -49.8% | -3.8% | -46.0% | -53.1% |
| 5Y | -63.0% | +92.7% | -155.7% | -71.7% |
| All | +47.7% | -29.1% | +76.8% | +3.0% |
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 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