+233.8%
AEIS vs PTEN
+89.8%
+144.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.6% |
| 7D | +6.5% | -1.7% | +8.1% | +6.8% |
| 30D | -9.2% | +18.6% | -27.8% | -12.9% |
| 3M | -8.3% | +12.5% | -20.8% | -11.8% |
| 6M | -6.3% | +41.9% | -48.2% | -16.6% |
| YTD | +36.5% | +117.8% | -81.3% | +8.0% |
| 1Y | +84.8% | +145.3% | -60.6% | +40.7% |
| 3Y | +176.6% | -2.8% | +179.4% | +148.0% |
| All | +233.8% | +89.8% | +144.0% | +152.2% |
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 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