-14.3%
MSFU vs PTEN
+72.9%
-87.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.7% | -8.4% | -4.4% |
| 7D | -12.7% | -2.2% | -10.5% | -12.8% |
| 30D | -9.0% | -8.0% | -1.0% | -9.2% |
| 3M | +2.9% | -5.0% | +8.0% | +2.8% |
| 6M | +43.5% | -10.6% | +54.2% | +41.2% |
| YTD | -2.4% | +75.5% | -77.9% | +15.8% |
| All | -14.3% | +72.9% | -87.2% | +2.1% |
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 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