+301.5%
FWONK vs PTEN
-53.0%
+354.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.1% | +3.5% | -3.4% | -0.4% |
| 30D | -7.7% | +17.5% | -25.3% | -10.0% |
| 3M | +5.7% | +12.7% | -7.0% | +3.1% |
| 6M | +13.5% | +33.1% | -19.6% | +7.0% |
| YTD | -3.0% | +116.4% | -119.4% | -15.5% |
| 1Y | -6.4% | +141.2% | -147.6% | -20.3% |
| 3Y | +43.8% | -3.8% | +47.6% | +36.8% |
| 5Y | +98.6% | +92.7% | +5.9% | +58.2% |
| 10Y | +340.0% | -17.1% | +357.1% | +203.8% |
| All | +301.5% | -53.0% | +354.5% | +195.6% |
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 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