+551.6%
AEIS vs PTEN
-15.6%
+567.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.0% |
| 7D | +2.3% | +3.5% | -1.2% | +1.4% |
| 30D | -14.8% | +17.5% | -32.3% | -18.1% |
| 3M | -15.6% | +12.7% | -28.3% | -18.7% |
| 6M | -8.7% | +33.1% | -41.8% | -17.1% |
| YTD | +37.3% | +116.4% | -79.1% | +10.1% |
| 1Y | +80.3% | +141.2% | -60.8% | +40.0% |
| 3Y | +177.9% | -3.8% | +181.7% | +160.0% |
| 5Y | +235.8% | +92.7% | +143.1% | +147.7% |
| All | +551.6% | -15.6% | +567.2% | +327.2% |
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