+54.6%
FTI vs PTEN
+79.8%
-25.2%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.4% | +6.0% | -0.1% |
| 7D | -9.7% | -15.5% | +5.8% | -4.6% |
| 30D | -8.2% | -7.8% | -0.4% | -6.0% |
| 3M | -7.8% | +6.4% | -14.2% | -10.4% |
| 6M | -13.4% | -11.9% | -1.6% | -11.0% |
| YTD | +45.1% | +79.4% | -34.3% | +14.7% |
| 1Y | +54.6% | +84.9% | -30.3% | +21.1% |
| All | +54.6% | +79.8% | -25.2% | +21.1% |
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 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