+275.1%
ELF vs PTEN
+22.3%
+252.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | +4.0% | -25.5% | +29.5% | +6.4% |
| 30D | +10.6% | -11.7% | +22.2% | +11.5% |
| 3M | +25.8% | -0.5% | +26.3% | +25.1% |
| 6M | +89.1% | -12.9% | +101.9% | +89.5% |
| YTD | +52.7% | +67.1% | -14.4% | +39.3% |
| 1Y | +51.7% | +70.5% | -18.8% | +37.9% |
| 3Y | +14.2% | -10.4% | +24.7% | +7.3% |
| All | +275.1% | +22.3% | +252.8% | +235.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling