+87.4%
AEIS vs PTEN
+135.2%
-47.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.5% |
| 7D | +3.0% | +0.7% | +2.2% | +2.8% |
| 30D | -14.6% | +31.2% | -45.9% | -16.8% |
| 3M | -12.4% | +2.0% | -14.5% | -12.9% |
| 6M | -15.0% | +42.4% | -57.4% | -22.4% |
| YTD | +34.3% | +109.2% | -74.9% | +9.0% |
| 1Y | +87.4% | +122.3% | -34.9% | +47.5% |
| All | +87.4% | +135.2% | -47.8% | +47.5% |
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