-6.3%
FTV vs PTEN
-3.7%
-2.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -4.0% | +3.5% | -7.4% | -4.4% |
| 30D | -11.0% | +17.5% | -28.6% | -13.2% |
| 3M | -8.4% | +12.7% | -21.1% | -10.4% |
| 6M | -2.6% | +33.1% | -35.6% | -8.6% |
| YTD | -0.6% | +116.4% | -117.1% | -16.2% |
| 1Y | +11.0% | +141.2% | -130.2% | -9.4% |
| 3Y | -6.3% | -3.8% | -2.5% | -17.0% |
| All | -6.3% | -3.7% | -2.6% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling