+483.0%
EAT vs PTEN
+2.7%
+480.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.1% |
| 7D | -4.0% | +10.6% | -14.6% | -4.8% |
| 30D | -2.9% | -4.9% | +2.0% | -2.7% |
| 3M | -16.9% | +1.4% | -18.3% | -17.6% |
| 6M | +57.0% | -7.0% | +64.0% | +56.5% |
| YTD | +38.2% | +84.8% | -46.6% | +20.1% |
| 1Y | +69.3% | +95.7% | -26.4% | +44.8% |
| 3Y | +483.0% | +2.0% | +481.0% | +443.7% |
| All | +483.0% | +2.7% | +480.2% | +443.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling