+273.0%
EMR vs PTEN
-15.6%
+288.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | -0.4% | +3.5% | -3.9% | -1.2% |
| 30D | -6.8% | +17.5% | -24.3% | -10.4% |
| 3M | +7.5% | +12.7% | -5.3% | +3.2% |
| 6M | +9.9% | +33.1% | -23.2% | -0.3% |
| YTD | +16.0% | +116.4% | -100.5% | -6.8% |
| 1Y | +12.4% | +141.2% | -128.7% | -12.7% |
| 3Y | +60.2% | -3.8% | +64.0% | +49.0% |
| 5Y | +67.9% | +92.7% | -24.8% | +21.4% |
| All | +273.0% | -15.6% | +288.6% | +142.9% |
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