+1,866.8%
AEM vs PTEN
+1,970.6%
-103.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.8% | +0.1% |
| 7D | +3.0% | -1.7% | +4.7% | +3.2% |
| 30D | +12.5% | +18.6% | -6.1% | +9.7% |
| 3M | +26.9% | +12.5% | +14.5% | +23.9% |
| 6M | -9.4% | +41.9% | -51.3% | -15.3% |
| YTD | +20.3% | +117.8% | -97.5% | +5.7% |
| 1Y | +33.8% | +145.3% | -111.5% | +15.0% |
| 3Y | +349.8% | -2.8% | +352.6% | +326.5% |
| 5Y | +301.0% | +93.4% | +207.6% | +229.3% |
| 10Y | +376.1% | -16.6% | +392.6% | +268.7% |
| All | +1,866.8% | +1,970.6% | -103.8% | +870.1% |
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