+165.6%
EFV vs PTEN
-15.6%
+181.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -0.8% | +3.5% | -4.3% | -1.3% |
| 30D | +0.6% | +17.5% | -16.9% | -1.6% |
| 3M | +7.5% | +12.7% | -5.2% | +5.2% |
| 6M | +13.0% | +33.1% | -20.1% | +7.3% |
| YTD | +18.3% | +116.4% | -98.1% | +4.6% |
| 1Y | +26.7% | +141.2% | -114.4% | +9.8% |
| 3Y | +89.6% | -3.8% | +93.4% | +81.4% |
| 5Y | +98.2% | +92.7% | +5.5% | +63.7% |
| All | +165.6% | -15.6% | +181.2% | +97.6% |
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 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