+9.4%
ENB vs PTEN
+79.8%
-70.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.4% | +9.0% | +0.3% |
| 7D | +0.5% | -15.5% | +15.9% | +1.6% |
| 30D | +6.0% | -7.8% | +13.7% | +6.4% |
| 3M | -7.4% | +6.4% | -13.8% | -8.3% |
| 6M | -8.5% | -11.9% | +3.4% | -8.9% |
| YTD | +6.1% | +79.4% | -73.3% | +3.8% |
| 1Y | +9.4% | +84.9% | -75.5% | +7.2% |
| All | +9.4% | +79.8% | -70.4% | +7.2% |
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 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