+35.9%
EIX vs PTEN
-38.4%
+74.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | 0.0% |
| 7D | +1.4% | +10.6% | -9.2% | +0.4% |
| 30D | +8.5% | -4.9% | +13.5% | +8.8% |
| 3M | -13.5% | +1.4% | -14.9% | -14.1% |
| 6M | -12.4% | -7.0% | -5.3% | -12.7% |
| YTD | +5.9% | +84.8% | -78.9% | -2.6% |
| 1Y | +7.6% | +95.7% | -88.1% | -1.8% |
| 3Y | +12.8% | +2.0% | +10.8% | +7.6% |
| 5Y | +19.2% | +48.0% | -28.7% | +6.3% |
| All | +35.9% | -38.4% | +74.3% | +6.0% |
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 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