+18.0%
EME vs PTEN
+135.2%
-117.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +1.8% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | -8.3% | +31.2% | -39.5% | -10.8% |
| 3M | -10.7% | +2.0% | -12.8% | -11.7% |
| 6M | +1.9% | +42.4% | -40.5% | -6.8% |
| YTD | +23.5% | +109.2% | -85.7% | +1.8% |
| 1Y | +18.0% | +122.3% | -104.3% | -4.4% |
| All | +18.0% | +135.2% | -117.2% | -4.4% |
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