+2,146.3%
EAT vs PTEN
+1,656.8%
+489.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.1% |
| 7D | -4.0% | +10.6% | -14.6% | -5.7% |
| 30D | -2.9% | -4.9% | +2.0% | -2.5% |
| 3M | -16.9% | +1.4% | -18.3% | -17.9% |
| 6M | +57.0% | -7.0% | +64.0% | +55.7% |
| YTD | +38.2% | +84.8% | -46.6% | +19.5% |
| 1Y | +69.3% | +95.7% | -26.4% | +44.4% |
| 3Y | +483.0% | +2.0% | +481.0% | +440.4% |
| 5Y | +364.1% | +48.0% | +316.2% | +279.7% |
| 10Y | +320.8% | -38.3% | +359.1% | +232.6% |
| All | +2,146.3% | +1,656.8% | +489.5% | +1,048.3% |
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