+1,609.8%
ED vs PTEN
+1,568.7%
+41.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.2% |
| 7D | -0.9% | -2.2% | +1.2% | -0.8% |
| 30D | +11.2% | -8.0% | +19.2% | +11.4% |
| 3M | +11.8% | -5.0% | +16.8% | +11.8% |
| 6M | +14.1% | -10.6% | +24.7% | +14.2% |
| YTD | +23.0% | +75.5% | -52.5% | +19.2% |
| 1Y | +23.7% | +70.2% | -46.5% | +19.9% |
| 3Y | +47.7% | -3.7% | +51.4% | +45.3% |
| 5Y | +82.6% | +34.9% | +47.7% | +74.1% |
| 10Y | +141.8% | -41.4% | +183.2% | +125.7% |
| All | +1,609.8% | +1,568.7% | +41.1% | +1,162.6% |
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