+60,798.0%
EME vs PTEN
+2,162.4%
+58,635.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -2.9% |
| 7D | +2.7% | -1.7% | +4.4% | +3.0% |
| 30D | -6.8% | +18.6% | -25.4% | -10.0% |
| 3M | -8.8% | +12.5% | -21.3% | -11.7% |
| 6M | +5.0% | +41.9% | -36.9% | -3.9% |
| YTD | +23.5% | +117.8% | -94.3% | +3.5% |
| 1Y | +21.3% | +145.3% | -124.0% | -1.1% |
| 3Y | +241.1% | -2.8% | +243.9% | +222.2% |
| 5Y | +549.2% | +93.4% | +455.7% | +400.9% |
| 10Y | +1,306.4% | -16.6% | +1,323.0% | +948.1% |
| All | +60,798.0% | +2,162.4% | +58,635.6% | +32,748.2% |
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