+2,703.4%
EMR vs PTEN
+1,656.8%
+1,046.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.5% |
| 7D | +2.8% | +10.6% | -7.7% | +1.0% |
| 30D | +3.7% | -4.9% | +8.6% | +4.1% |
| 3M | +2.0% | +1.4% | +0.6% | +0.9% |
| 6M | +22.1% | -7.0% | +29.1% | +21.4% |
| YTD | +27.2% | +84.8% | -57.5% | +9.9% |
| 1Y | +32.0% | +95.7% | -63.7% | +12.7% |
| 3Y | +103.3% | +2.0% | +101.3% | +89.8% |
| 5Y | +88.2% | +48.0% | +40.3% | +56.0% |
| 10Y | +280.4% | -38.3% | +318.8% | +208.0% |
| All | +2,703.4% | +1,656.8% | +1,046.7% | +1,724.4% |
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 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