+2.9%
EMB vs PTEN
+149.3%
-146.4%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.1% | +2.8% | -3.9% | -1.0% |
| 30D | -1.1% | +17.6% | -18.6% | -0.5% |
| 3M | -0.8% | +8.2% | -8.9% | -0.4% |
| 6M | -0.1% | +38.1% | -38.2% | +0.6% |
| YTD | +0.4% | +117.3% | -116.8% | +0.8% |
| All | +2.9% | +149.3% | -146.4% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling