-2.4%
ELV vs PTEN
-3.7%
+1.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.5% |
| 7D | +2.8% | +3.5% | -0.7% | +2.6% |
| 30D | +4.9% | +17.5% | -12.6% | +4.1% |
| 3M | +4.9% | +12.7% | -7.8% | +4.2% |
| 6M | +45.1% | +33.1% | +12.0% | +42.7% |
| YTD | +20.7% | +116.4% | -95.8% | +15.6% |
| 1Y | +35.0% | +141.2% | -106.1% | +28.3% |
| 3Y | -2.4% | -3.8% | +1.4% | -5.6% |
| All | -2.4% | -3.7% | +1.3% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling