+1,344.7%
EME vs PTEN
-15.6%
+1,360.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +3.5% | +3.5% | +0.1% | +2.8% |
| 30D | -6.3% | +17.5% | -23.9% | -9.3% |
| 3M | -3.8% | +12.7% | -16.5% | -6.6% |
| 6M | +8.5% | +33.1% | -24.6% | +0.7% |
| YTD | +27.8% | +116.4% | -88.6% | +7.3% |
| 1Y | +22.2% | +141.2% | -119.0% | 0.0% |
| 3Y | +253.5% | -3.8% | +257.3% | +233.8% |
| 5Y | +578.6% | +92.7% | +485.9% | +421.9% |
| All | +1,344.7% | -15.6% | +1,360.3% | +912.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling