-2.4%
FWONK vs PTEN
+83.7%
-86.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.4% | +12.9% | +2.5% |
| 7D | +8.9% | -15.5% | +24.4% | +7.2% |
| 30D | +4.1% | -7.8% | +11.9% | +3.4% |
| 3M | +2.6% | +6.4% | -3.8% | +3.4% |
| 6M | +12.2% | -11.9% | +24.1% | +12.0% |
| YTD | +0.4% | +79.4% | -79.0% | -1.2% |
| All | -2.4% | +83.7% | -86.1% | -4.5% |
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