+301.7%
ELF vs PTEN
-38.4%
+340.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.1% | +3.5% |
| 7D | +1.6% | +10.6% | -9.0% | +0.1% |
| 30D | +9.1% | -4.9% | +14.0% | +9.5% |
| 3M | +28.2% | +1.4% | +26.7% | +27.0% |
| 6M | +119.5% | -7.0% | +126.6% | +118.3% |
| YTD | +55.2% | +84.8% | -29.6% | +36.1% |
| 1Y | +58.6% | +95.7% | -37.1% | +37.8% |
| 3Y | +21.3% | +2.0% | +19.3% | +13.4% |
| 5Y | +276.2% | +48.0% | +228.2% | +208.1% |
| All | +301.7% | -38.4% | +340.1% | +189.7% |
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