+20.4%
EL vs PTEN
+135.2%
-114.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +2.8% |
| 7D | +0.8% | +0.7% | +0.1% | +0.9% |
| 30D | +19.8% | +31.2% | -11.4% | +24.0% |
| 3M | +25.7% | +2.0% | +23.7% | +27.9% |
| 6M | +5.4% | +42.4% | -37.0% | +7.0% |
| YTD | +0.2% | +109.2% | -109.0% | -3.1% |
| 1Y | +20.4% | +122.3% | -101.9% | +13.3% |
| All | +20.4% | +135.2% | -114.8% | +13.3% |
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