+85.8%
MSFU vs PTEN
-17.0%
+102.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.7% | -8.4% | -5.1% |
| 7D | -12.7% | -2.2% | -10.5% | -12.5% |
| 30D | -9.0% | -8.0% | -1.0% | -8.4% |
| 3M | +2.9% | -5.0% | +8.0% | +2.8% |
| 6M | +43.5% | -10.6% | +54.2% | +43.7% |
| YTD | -2.4% | +75.5% | -77.9% | -12.3% |
| 1Y | -13.5% | +70.2% | -83.7% | -22.1% |
| 3Y | +19.2% | -3.7% | +22.9% | +10.4% |
| All | +85.8% | -17.0% | +102.7% | +73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling