+34.6%
FROG vs PTEN
+357.0%
-322.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -0.5% | +3.5% | -3.9% | -0.9% |
| 30D | +1.3% | +17.5% | -16.2% | -0.6% |
| 3M | +11.1% | +12.7% | -1.6% | +9.0% |
| 6M | +108.3% | +33.1% | +75.2% | +99.7% |
| YTD | +39.6% | +116.4% | -76.9% | +25.8% |
| 1Y | +74.7% | +141.2% | -66.4% | +54.9% |
| 3Y | +224.1% | -3.8% | +227.9% | +207.2% |
| 5Y | +138.4% | +92.7% | +45.7% | +121.9% |
| All | +34.6% | +357.0% | -322.4% | +29.8% |
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