+2,112.4%
FTI vs PTEN
+47.4%
+2,065.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -3.1% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | +12.3% | +29.3% | -17.0% | -2.3% |
| 3M | +13.8% | +7.2% | +6.5% | +7.6% |
| 6M | +24.3% | +43.5% | -19.3% | -0.8% |
| YTD | +75.8% | +113.2% | -37.5% | +13.1% |
| 1Y | +99.6% | +135.1% | -35.4% | +20.1% |
| 3Y | +278.4% | -4.8% | +283.3% | +240.7% |
| 5Y | +1,168.7% | +94.6% | +1,074.1% | +613.6% |
| 10Y | +297.5% | -24.2% | +321.7% | +161.7% |
| All | +2,112.4% | +47.4% | +2,065.0% | +622.2% |
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