-2.2%
FRSH vs PTEN
+135.2%
-137.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -4.8% |
| 7D | -8.2% | +0.7% | -8.9% | -8.1% |
| 30D | +10.5% | +31.2% | -20.7% | +11.5% |
| 3M | +32.7% | +2.0% | +30.7% | +34.3% |
| 6M | +50.3% | +42.4% | +7.9% | +52.2% |
| YTD | +3.9% | +109.2% | -105.3% | +3.7% |
| 1Y | -2.2% | +122.3% | -124.5% | -4.6% |
| All | -2.2% | +135.2% | -137.4% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling