-3.5%
FSLY vs PTEN
+21.0%
-24.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.0% |
| 7D | +12.5% | +3.5% | +9.0% | +11.9% |
| 30D | -18.8% | +17.5% | -36.4% | -21.1% |
| 3M | +22.7% | +12.7% | +9.9% | +19.6% |
| 6M | -3.7% | +33.1% | -36.8% | -8.8% |
| YTD | +127.5% | +116.4% | +11.1% | +97.6% |
| 1Y | +193.5% | +141.2% | +52.4% | +149.0% |
| 3Y | -1.3% | -3.8% | +2.5% | -6.2% |
| 5Y | -47.3% | +92.7% | -140.0% | -55.0% |
| All | -3.5% | +21.0% | -24.5% | -21.0% |
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