-14.2%
FSLY vs PTEN
+17.0%
-31.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | -10.6% | +0.7% | -11.4% | -10.8% |
| 30D | -20.9% | +31.2% | -52.1% | -24.5% |
| 3M | +3.4% | +2.0% | +1.4% | +2.6% |
| 6M | +2.7% | +42.4% | -39.7% | -3.6% |
| YTD | +102.3% | +109.2% | -6.9% | +76.7% |
| 1Y | +182.1% | +122.3% | +59.7% | +142.6% |
| 3Y | -14.6% | -5.6% | -9.0% | -18.5% |
| 5Y | -55.9% | +86.5% | -142.4% | -62.1% |
| All | -14.2% | +17.0% | -31.2% | -29.4% |
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