+99.4%
FWONK vs PTEN
+87.9%
+11.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.1% | +3.5% | -3.4% | -0.2% |
| 30D | -7.7% | +17.5% | -25.3% | -9.0% |
| 3M | +5.7% | +12.7% | -7.0% | +4.4% |
| 6M | +13.5% | +33.1% | -19.6% | +9.6% |
| YTD | -3.0% | +116.4% | -119.4% | -11.2% |
| 1Y | -6.4% | +141.2% | -147.6% | -15.8% |
| 3Y | +43.8% | -3.8% | +47.6% | +39.9% |
| All | +99.4% | +87.9% | +11.5% | +78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling