+146.4%
ED vs PTEN
-38.4%
+184.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +1.4% |
| 7D | +2.1% | +10.6% | -8.5% | +2.0% |
| 30D | +10.4% | -4.9% | +15.3% | +10.4% |
| 3M | +12.5% | +1.4% | +11.1% | +12.5% |
| 6M | +14.9% | -7.0% | +21.9% | +14.9% |
| YTD | +24.8% | +84.8% | -59.9% | +23.7% |
| 1Y | +23.8% | +95.7% | -71.8% | +22.6% |
| 3Y | +51.6% | +2.0% | +49.7% | +51.2% |
| 5Y | +86.4% | +48.0% | +38.5% | +85.0% |
| All | +146.4% | -38.4% | +184.8% | +130.3% |
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 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