+372.3%
EAT vs PTEN
-15.3%
+387.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -6.2% | +2.8% | -9.0% | -6.9% |
| 30D | -3.0% | +17.6% | -20.6% | -7.2% |
| 3M | +45.6% | +8.2% | +37.5% | +40.6% |
| 6M | +53.5% | +38.1% | +15.4% | +36.1% |
| YTD | +49.6% | +117.3% | -67.7% | +16.5% |
| 1Y | +38.9% | +146.1% | -107.2% | +2.6% |
| 3Y | +589.7% | -3.0% | +592.7% | +528.8% |
| 5Y | +318.7% | +93.5% | +225.2% | +173.4% |
| All | +372.3% | -15.3% | +387.5% | +134.5% |
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