+2,142.0%
AEIS vs PTEN
+1,064.6%
+1,077.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.7% |
| 7D | +11.5% | +10.6% | +0.9% | +8.8% |
| 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% | -35.0% |
| YTD | +5.0% | +84.8% | -79.7% | -12.5% |
| 1Y | +8.5% | +95.7% | -87.2% | -11.0% |
| 3Y | +152.9% | +2.0% | +150.9% | +136.4% |
| 5Y | +144.6% | +48.0% | +96.7% | +93.4% |
| 10Y | +337.1% | -38.3% | +375.5% | +234.7% |
| All | +2,142.0% | +1,064.6% | +1,077.4% | +1,068.6% |
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