+25.7%
EFV vs PTEN
+79.8%
-54.2%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.4% | +12.5% | +2.7% |
| 7D | +2.9% | -15.5% | +18.4% | +2.3% |
| 30D | +3.6% | -7.8% | +11.4% | +3.3% |
| 3M | -0.1% | +6.4% | -6.5% | +0.1% |
| 6M | +9.6% | -11.9% | +21.5% | +9.1% |
| YTD | +17.0% | +79.4% | -62.4% | +10.4% |
| 1Y | +25.7% | +84.9% | -59.3% | +18.0% |
| All | +25.7% | +79.8% | -54.2% | +18.0% |
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