+115.4%
FOXA vs PTEN
-3.7%
+119.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | +0.8% | +3.5% | -2.7% | +0.4% |
| 30D | +5.0% | +17.5% | -12.5% | +3.0% |
| 3M | -3.0% | +12.7% | -15.8% | -4.4% |
| 6M | +14.8% | +33.1% | -18.3% | +10.1% |
| YTD | -8.9% | +116.4% | -125.4% | -18.6% |
| 1Y | +13.3% | +141.2% | -127.8% | -1.1% |
| 3Y | +115.4% | -3.8% | +119.2% | +104.3% |
| All | +115.4% | -3.7% | +119.1% | +104.3% |
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