+217.1%
FROG vs PTEN
-1.7%
+218.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.4% |
| 7D | -5.5% | -1.0% | -4.5% | -5.3% |
| 30D | -3.1% | +29.3% | -32.4% | -8.2% |
| 3M | +1.2% | +7.2% | -6.0% | -0.8% |
| 6M | +113.7% | +43.5% | +70.1% | +93.9% |
| YTD | +38.9% | +113.2% | -74.4% | +13.4% |
| 1Y | +72.0% | +135.1% | -63.1% | +35.4% |
| 3Y | +217.1% | -4.8% | +221.9% | +194.5% |
| All | +217.1% | -1.7% | +218.8% | +194.5% |
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