+15.0%
EEM vs PTEN
+79.8%
-64.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.4% | +10.2% | +0.5% |
| 7D | -3.0% | -15.5% | +12.5% | -3.5% |
| 30D | -10.3% | -7.8% | -2.6% | -10.6% |
| 3M | -6.6% | +6.4% | -13.0% | -6.1% |
| 6M | -3.4% | -11.9% | +8.5% | -3.9% |
| YTD | +13.2% | +79.4% | -66.2% | +6.5% |
| 1Y | +15.0% | +84.9% | -69.9% | +7.7% |
| All | +15.0% | +79.8% | -64.8% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling