-63.3%
FND vs PTEN
+89.3%
-152.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -5.1% | +2.8% | -7.9% | -5.4% |
| 30D | -22.5% | +17.6% | -40.1% | -24.1% |
| 3M | -5.0% | +8.2% | -13.2% | -6.4% |
| 6M | -21.5% | +38.1% | -59.6% | -26.8% |
| YTD | -23.0% | +117.3% | -140.3% | -34.4% |
| 1Y | -44.9% | +146.1% | -191.0% | -54.4% |
| 3Y | -50.0% | -3.0% | -47.0% | -53.5% |
| 5Y | -63.3% | +93.5% | -156.8% | -68.6% |
| All | -63.3% | +89.3% | -152.7% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling