+1,471.1%
TFC vs PTEN
+1,656.8%
-185.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +0.7% |
| 7D | +2.3% | +10.6% | -8.3% | +0.4% |
| 30D | +10.8% | -4.9% | +15.7% | +11.2% |
| 3M | -3.8% | +1.4% | -5.2% | -4.8% |
| 6M | +9.6% | -7.0% | +16.6% | +9.0% |
| YTD | +5.8% | +84.8% | -79.0% | -8.0% |
| 1Y | +16.2% | +95.7% | -79.5% | -0.1% |
| 3Y | +96.0% | +2.0% | +94.0% | +83.8% |
| 5Y | +1.7% | +48.0% | -46.3% | -14.7% |
| 10Y | +79.9% | -38.3% | +118.2% | +46.9% |
| All | +1,471.1% | +1,656.8% | -185.6% | +904.0% |
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