+1,582.2%
EL vs PTEN
+1,218.5%
+363.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.1% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +19.8% | +31.2% | -11.4% | +16.0% |
| 3M | +25.7% | +2.0% | +23.7% | +24.5% |
| 6M | +5.4% | +42.4% | -37.0% | -0.2% |
| YTD | +0.2% | +109.2% | -109.0% | -9.5% |
| 1Y | +20.4% | +122.3% | -101.9% | +7.6% |
| 3Y | -32.1% | -5.6% | -26.6% | -34.5% |
| 5Y | -67.2% | +86.5% | -153.7% | -71.5% |
| 10Y | +31.7% | -22.1% | +53.9% | +10.6% |
| All | +1,582.2% | +1,218.5% | +363.7% | +1,168.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling