-75.0%
FRSH vs PTEN
+90.3%
-165.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -6.6% | +3.5% | -10.1% | -7.1% |
| 30D | +2.1% | +17.5% | -15.4% | -0.8% |
| 3M | +29.0% | +12.7% | +16.2% | +25.4% |
| 6M | +48.6% | +33.1% | +15.5% | +39.1% |
| YTD | -2.9% | +116.4% | -119.4% | -18.0% |
| 1Y | -7.9% | +141.2% | -149.1% | -24.4% |
| 3Y | -46.5% | -3.8% | -42.7% | -49.8% |
| All | -75.0% | +90.3% | -165.3% | -78.1% |
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