+71.2%
MSFU vs PTEN
+2.8%
+68.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -6.9% | +2.8% | -9.7% | -7.3% |
| 30D | -5.1% | +17.6% | -22.7% | -7.2% |
| 3M | +44.6% | +8.2% | +36.5% | +42.3% |
| 6M | +32.8% | +38.1% | -5.3% | +25.7% |
| YTD | -10.1% | +117.3% | -127.3% | -20.8% |
| 1Y | -19.4% | +146.1% | -165.5% | -31.1% |
| 3Y | +26.2% | -3.0% | +29.2% | +17.0% |
| All | +71.2% | +2.8% | +68.4% | +56.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling