+1,468.1%
TFC vs PTEN
+1,957.8%
-489.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -2.4% | +3.5% | -5.9% | -3.0% |
| 30D | -3.4% | +17.5% | -20.9% | -6.3% |
| 3M | +0.4% | +12.7% | -12.3% | -2.6% |
| 6M | +12.7% | +33.1% | -20.4% | +5.0% |
| YTD | +5.6% | +116.4% | -110.9% | -10.1% |
| 1Y | +16.0% | +141.2% | -125.1% | -3.7% |
| 3Y | +94.0% | -3.8% | +97.8% | +84.5% |
| 5Y | +16.2% | +92.7% | -76.6% | -6.6% |
| 10Y | +98.2% | -17.1% | +115.3% | +55.1% |
| All | +1,468.1% | +1,957.8% | -489.7% | +880.9% |
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