+355.1%
AEM vs PTEN
-15.6%
+370.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | -2.1% | +3.5% | -5.6% | -2.3% |
| 30D | +8.4% | +17.5% | -9.1% | +7.5% |
| 3M | +27.3% | +12.7% | +14.6% | +26.2% |
| 6M | -9.7% | +33.1% | -42.7% | -11.7% |
| YTD | +19.0% | +116.4% | -97.5% | +12.7% |
| 1Y | +31.5% | +141.2% | -109.7% | +23.5% |
| 3Y | +338.7% | -3.8% | +342.5% | +331.0% |
| 5Y | +307.4% | +92.7% | +214.7% | +286.3% |
| All | +355.1% | -15.6% | +370.7% | +283.0% |
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