+104.5%
ED vs PTEN
-15.6%
+120.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.8% | +3.5% | -4.2% | -0.8% |
| 30D | -0.4% | +17.5% | -18.0% | -0.6% |
| 3M | +0.5% | +12.7% | -12.3% | +0.3% |
| 6M | -3.1% | +33.1% | -36.2% | -3.5% |
| YTD | +9.8% | +116.4% | -106.6% | +8.7% |
| 1Y | +12.6% | +141.2% | -128.6% | +11.2% |
| 3Y | +31.4% | -3.8% | +35.2% | +31.4% |
| 5Y | +69.4% | +92.7% | -23.3% | +67.8% |
| All | +104.5% | -15.6% | +120.1% | +86.1% |
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 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