-2.1%
EME vs PTEN
+79.8%
-81.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -9.4% | -0.3% | -8.9% |
| 7D | -5.8% | -15.5% | +9.7% | -4.8% |
| 30D | -17.9% | -7.8% | -10.1% | -17.4% |
| 3M | -22.0% | +6.4% | -28.4% | -22.0% |
| 6M | -29.7% | -11.9% | -17.8% | -30.1% |
| YTD | +4.7% | +79.4% | -74.7% | -7.9% |
| 1Y | -2.1% | +84.9% | -87.0% | -14.4% |
| All | -2.1% | +79.8% | -81.9% | -14.4% |
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