+95.3%
TFC vs PTEN
-15.3%
+110.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.5% | +2.8% | -5.3% | -3.2% |
| 30D | -2.8% | +17.6% | -20.4% | -6.9% |
| 3M | +2.1% | +8.2% | -6.0% | -1.1% |
| 6M | +10.1% | +38.1% | -28.0% | -1.4% |
| YTD | +5.4% | +117.3% | -111.8% | -16.4% |
| 1Y | +16.3% | +146.1% | -129.8% | -11.6% |
| 3Y | +95.9% | -3.0% | +98.9% | +81.3% |
| 5Y | +16.0% | +93.5% | -77.5% | -17.8% |
| All | +95.3% | -15.3% | +110.6% | +14.7% |
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