+2,385.0%
ELV vs PTEN
+90.0%
+2,295.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.6% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | +2.0% | +29.3% | -27.3% | -1.8% |
| 3M | -3.5% | +7.2% | -10.7% | -5.1% |
| 6M | +40.2% | +43.5% | -3.3% | +31.6% |
| YTD | +15.8% | +113.2% | -97.4% | +2.5% |
| 1Y | +33.2% | +135.1% | -101.9% | +15.6% |
| 3Y | -6.2% | -4.8% | -1.4% | -10.5% |
| 5Y | +16.4% | +94.6% | -78.2% | -5.7% |
| 10Y | +259.8% | -24.2% | +284.0% | +181.7% |
| All | +2,385.0% | +90.0% | +2,295.0% | +1,397.8% |
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