+146.5%
AEIS vs PTEN
+49.0%
+97.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.7% |
| 7D | +11.5% | +10.6% | +0.9% | +8.7% |
| 30D | -15.8% | -4.9% | -10.8% | -14.8% |
| 3M | -33.3% | +1.4% | -34.8% | -33.8% |
| 6M | -35.2% | -7.0% | -28.2% | -34.9% |
| YTD | +5.0% | +84.8% | -79.7% | -14.1% |
| 1Y | +8.5% | +95.7% | -87.2% | -12.8% |
| 3Y | +152.9% | +2.0% | +150.9% | +126.9% |
| All | +146.5% | +49.0% | +97.5% | +100.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling