-4.2%
FWONK vs PTEN
+135.2%
-139.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.6% |
| 7D | -6.2% | +0.7% | -6.9% | -6.1% |
| 30D | -0.6% | +31.2% | -31.8% | +1.4% |
| 3M | +11.1% | +2.0% | +9.1% | +12.1% |
| 6M | +11.7% | +42.4% | -30.7% | +12.4% |
| YTD | -3.1% | +109.2% | -112.3% | -4.1% |
| 1Y | -4.2% | +122.3% | -126.5% | -6.6% |
| All | -4.2% | +135.2% | -139.4% | -6.6% |
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