+592.8%
FSLR vs PTEN
-34.7%
+627.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.3% |
| 7D | -14.8% | +10.6% | -25.4% | -17.4% |
| 30D | -4.3% | -4.9% | +0.6% | -4.0% |
| 3M | -23.4% | +1.4% | -24.8% | -25.1% |
| 6M | -26.9% | -7.0% | -19.9% | -28.0% |
| YTD | -34.4% | +84.8% | -119.2% | -48.7% |
| 1Y | -33.2% | +95.7% | -128.9% | -48.9% |
| 3Y | +28.1% | +2.0% | +26.1% | +11.0% |
| 5Y | +54.5% | +48.0% | +6.6% | +4.5% |
| 10Y | +434.6% | -38.3% | +472.9% | +236.5% |
| All | +592.8% | -34.7% | +627.5% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling